BankSync's MCP server connects Cursor to Home Bank of California, 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 Home Bank of California account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.
Ask Cursor about your Home Bank of California transactions, balances, and more using natural language.
Add this configuration to connect Cursor to your Home Bank of California data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Home Bank of California transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Home Bank of California accounts.
List all checking, savings, and investment accounts linked through Home Bank of California.
View investment positions, quantities, and market values from Home Bank of California brokerage accounts.
Access buy/sell/dividend transactions from your Home Bank of California investment accounts.
Check outstanding balances, interest rates, and payment schedules for Home Bank of California loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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