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