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