FreedomRoad Financial - Account Management
Use ChatGPT with FreedomRoad Financial - Account Management
BankSync's MCP server can let ChatGPT query supported FreedomRoad Financial - Account Management 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 FreedomRoad Financial - Account Management or ChatGPT. Names are used only to describe potential account-data coverage and client compatibility.
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How to connect ChatGPT to FreedomRoad Financial - Account Management
1
Search for FreedomRoad Financial - Account Management in BankSync
Sign up for BankSync and, if FreedomRoad Financial - Account Management is available, link your account through a provider-hosted or bank-hosted authorization flow.
2
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
3
Configure ChatGPT
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
4
Start querying
Ask ChatGPT about supported FreedomRoad Financial - Account Management transactions, balances, and more using natural language.
ChatGPT MCP Configuration
Add this configuration to let ChatGPT query supported FreedomRoad Financial - Account Management account data through BankSync.
ChatGPT Config
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What ChatGPT can access from FreedomRoad Financial - Account Management
Accounts
List the FreedomRoad Financial - Account Management accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported FreedomRoad Financial - Account Management transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported FreedomRoad Financial - Account Management accounts.
Holdings
View supported investment positions, quantities, and market values from FreedomRoad Financial - Account Management.
Trades
Access supported investment trade and activity history from FreedomRoad Financial - Account Management.
Loans
Check supported loan balances and provider-supplied liability details from FreedomRoad Financial - Account Management.
your finances, in the conversation
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BankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or FreedomRoad Financial - Account Management. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.