Use Windsurf with FirsTier Bank - Business
BankSync's MCP server can let Windsurf query supported FirsTier Bank - Business 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 FirsTier Bank - Business or Windsurf. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Windsurf to FirsTier Bank - Business
one key, every agent
Search for FirsTier Bank - Business in BankSync
Sign up for BankSync and, if FirsTier Bank - Business 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 Windsurf
Add the BankSync MCP server to Windsurf using your API key. Follow our Windsurf setup guide for step-by-step instructions.
Start querying
Ask Windsurf about supported FirsTier Bank - Business transactions, balances, and more using natural language.
Windsurf MCP Configuration
Add this configuration to let Windsurf query supported FirsTier Bank - Business account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Windsurf can access from FirsTier Bank - Business
Accounts
List the FirsTier Bank - Business accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported FirsTier Bank - Business transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported FirsTier Bank - Business accounts.
Holdings
View supported investment positions, quantities, and market values from FirsTier Bank - Business.
Trades
Access supported investment trade and activity history from FirsTier Bank - Business.
Loans
Check supported loan balances and provider-supplied liability details from FirsTier Bank - Business.
Ready to connect Windsurf to FirsTier Bank - Business?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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Other banks you can use with Windsurf
Institutions in the same market that Windsurf can query through BankSync MCP.
- Use Elements Financial FCU with Windsurf🇺🇸 United States
- Use TrustCo Bank with Windsurf🇺🇸 United States
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- Use Caltech Employees Federal Credit Union with Windsurf🇺🇸 United States
- Use Keystone Savings Bank with Windsurf🇺🇸 United States
- Use Bangor Savings Bank - Employees with Windsurf🇺🇸 United States
- Use Wood County National Bank with Windsurf🇺🇸 United States
- Use Waukesha State Bank - Business with Windsurf🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Windsurf or FirsTier Bank - Business. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.