BankSync's MCP server connects Cursor to Independence Bank - Investment and Trust Accounts, 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 Independence Bank - Investment and Trust Accounts 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 Independence Bank - Investment and Trust Accounts transactions, balances, and more using natural language.
Add this configuration to connect Cursor to your Independence Bank - Investment and Trust Accounts data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Independence Bank - Investment and Trust Accounts transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Independence Bank - Investment and Trust Accounts accounts.
List all checking, savings, and investment accounts linked through Independence Bank - Investment and Trust Accounts.
View investment positions, quantities, and market values from Independence Bank - Investment and Trust Accounts brokerage accounts.
Access buy/sell/dividend transactions from your Independence Bank - Investment and Trust Accounts investment accounts.
Check outstanding balances, interest rates, and payment schedules for Independence Bank - Investment and Trust Accounts loans.
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