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