BankSync's MCP server connects ChatGPT to M Holdings Securities, 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 M Holdings Securities account through our secure connection.
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 M Holdings Securities transactions, balances, and more using natural language.
Add this configuration to connect ChatGPT to your M Holdings Securities data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query M Holdings Securities transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your M Holdings Securities accounts.
List all checking, savings, and investment accounts linked through M Holdings Securities.
View investment positions, quantities, and market values from M Holdings Securities brokerage accounts.
Access buy/sell/dividend transactions from your M Holdings Securities investment accounts.
Check outstanding balances, interest rates, and payment schedules for M Holdings Securities loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or M Holdings Securities. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.