BankSync's MCP server connects Cline to M1 Finance, 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 M1 Finance account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Cline using your API key. Follow our Cline setup guide for step-by-step instructions.
Ask Cline about your M1 Finance transactions, balances, and more using natural language.
Add this configuration to connect Cline to your M1 Finance data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query M1 Finance transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your M1 Finance accounts.
List all checking, savings, and investment accounts linked through M1 Finance.
View investment positions, quantities, and market values from M1 Finance brokerage accounts.
Access buy/sell/dividend transactions from your M1 Finance investment accounts.
Check outstanding balances, interest rates, and payment schedules for M1 Finance loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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