BankSync's MCP server connects ChatGPT to FIG Partners, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your FIG Partners account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Ask ChatGPT about your FIG Partners transactions, balances, and more using natural language.
Add this configuration to connect ChatGPT to your FIG Partners data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query FIG Partners transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your FIG Partners accounts.
List all checking, savings, and investment accounts linked through FIG Partners.
View investment positions, quantities, and market values from FIG Partners brokerage accounts.
Access buy/sell/dividend transactions from your FIG Partners investment accounts.
Check outstanding balances, interest rates, and payment schedules for FIG Partners loans.
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