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