BankSync's MCP server connects ChatGPT to Independent Financial, 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 Independent Financial account through our secure connection.
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 Independent Financial transactions, balances, and more using natural language.
Add this configuration to connect ChatGPT to your Independent Financial data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Independent Financial transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Independent Financial accounts.
List all checking, savings, and investment accounts linked through Independent Financial.
View investment positions, quantities, and market values from Independent Financial brokerage accounts.
Access buy/sell/dividend transactions from your Independent Financial investment accounts.
Check outstanding balances, interest rates, and payment schedules for Independent Financial loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or Independent Financial. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.