BankSync's MCP server connects ChatGPT to FirstBank Southwest - Personal & Small Business, 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 FirstBank Southwest - Personal & Small Business 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 FirstBank Southwest - Personal & Small Business transactions, balances, and more using natural language.
Add this configuration to connect ChatGPT to your FirstBank Southwest - Personal & Small Business data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query FirstBank Southwest - Personal & Small Business transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your FirstBank Southwest - Personal & Small Business accounts.
List all checking, savings, and investment accounts linked through FirstBank Southwest - Personal & Small Business.
View investment positions, quantities, and market values from FirstBank Southwest - Personal & Small Business brokerage accounts.
Access buy/sell/dividend transactions from your FirstBank Southwest - Personal & Small Business investment accounts.
Check outstanding balances, interest rates, and payment schedules for FirstBank Southwest - Personal & Small Business loans.
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