Use Relevance AI with Lettuce Financial
BankSync's MCP server can let Relevance AI query supported Lettuce Financial account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Lettuce Financial or Relevance AI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Relevance AI to Lettuce Financial
one key, every agent
Search for Lettuce Financial in BankSync
Sign up for BankSync and, if Lettuce Financial is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Relevance AI
Add the BankSync MCP server to Relevance AI using your API key. Follow our Relevance AI setup guide for step-by-step instructions.
Start querying
Ask Relevance AI about supported Lettuce Financial transactions, balances, and more using natural language.
Relevance AI MCP Configuration
Add this configuration to let Relevance AI query supported Lettuce Financial account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Relevance AI can access from Lettuce Financial
Accounts
List the Lettuce Financial accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Lettuce Financial transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Lettuce Financial accounts.
Holdings
View supported investment positions, quantities, and market values from Lettuce Financial.
Trades
Access supported investment trade and activity history from Lettuce Financial.
Loans
Check supported loan balances and provider-supplied liability details from Lettuce Financial.
Ready to connect Relevance AI to Lettuce Financial?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Relevance AI or Lettuce Financial. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.