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