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