BankSync's MCP server connects Cursor to Financial Builders, 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 Financial Builders account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.
Ask Cursor about your Financial Builders transactions, balances, and more using natural language.
Add this configuration to connect Cursor to your Financial Builders data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Financial Builders transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Financial Builders accounts.
List all checking, savings, and investment accounts linked through Financial Builders.
View investment positions, quantities, and market values from Financial Builders brokerage accounts.
Access buy/sell/dividend transactions from your Financial Builders investment accounts.
Check outstanding balances, interest rates, and payment schedules for Financial Builders loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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