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