BankSync's MCP server connects Grok to Lever 1, 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 Lever 1 account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Grok using your API key. Follow our Grok setup guide for step-by-step instructions.
Ask Grok about your Lever 1 transactions, balances, and more using natural language.
Add this configuration to connect Grok to your Lever 1 data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Lever 1 transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Lever 1 accounts.
List all checking, savings, and investment accounts linked through Lever 1.
View investment positions, quantities, and market values from Lever 1 brokerage accounts.
Access buy/sell/dividend transactions from your Lever 1 investment accounts.
Check outstanding balances, interest rates, and payment schedules for Lever 1 loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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