Use Gemini with Financial Builders
BankSync's MCP server can let Gemini query supported Financial Builders account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Financial Builders or Gemini. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Gemini to Financial Builders
Search for Financial Builders in BankSync
Sign up for BankSync and, if Financial Builders is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Gemini
Add the BankSync MCP server to Gemini using your API key. Follow our Gemini setup guide for step-by-step instructions.
Start querying
Ask Gemini about supported Financial Builders transactions, balances, and more using natural language.
Gemini MCP Configuration
Add this configuration to let Gemini query supported Financial Builders account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Gemini can access from Financial Builders
Accounts
List the Financial Builders accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Financial Builders transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Financial Builders accounts.
Holdings
View supported investment positions, quantities, and market values from Financial Builders.
Trades
Access supported investment trade and activity history from Financial Builders.
Loans
Check supported loan balances and provider-supplied liability details from Financial Builders.
Ready to connect Gemini to Financial Builders?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Financial Builders with another agent
The same BankSync MCP server and API key work with every one of these.
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- Use Financial Builders with Claude DesktopAnthropic
- Use Financial Builders with CursorAnysphere
- Use Financial Builders with GrokxAI
- Use Financial Builders with Hermes AgentNousResearch
- Use Financial Builders with Meta MuseMeta
Other banks you can use with Gemini
Institutions in the same market that Gemini can query through BankSync MCP.
- Use Chase with Gemini🇺🇸 United States
- Use American Express with Gemini🇺🇸 United States
- Use Capital One with Gemini🇺🇸 United States
- Use Wells Fargo with Gemini🇺🇸 United States
- Use Citibank Online with Gemini🇺🇸 United States
- Use Fidelity with Gemini🇺🇸 United States
- Use Bank of America with Gemini🇺🇸 United States
- Use Charles Schwab with Gemini🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Gemini or Financial Builders. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.