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