Use Continue with M1 Finance
BankSync's MCP server can let Continue query supported M1 Finance 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 M1 Finance or Continue. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Continue to M1 Finance
Search for M1 Finance in BankSync
Sign up for BankSync and, if M1 Finance 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 Continue
Add the BankSync MCP server to Continue using your API key. Follow our Continue setup guide for step-by-step instructions.
Start querying
Ask Continue about supported M1 Finance transactions, balances, and more using natural language.
Continue MCP Configuration
Add this configuration to let Continue query supported M1 Finance account data through BankSync.
mcpServers:
- name: BankSync
type: streamable-http
url: https://mcp.banksync.io
requestOptions:
headers:
X-API-Key: bsk_your_key_hereWhat Continue can access from M1 Finance
Accounts
List the M1 Finance accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported M1 Finance transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported M1 Finance accounts.
Holdings
View supported investment positions, quantities, and market values from M1 Finance.
Trades
Access supported investment trade and activity history from M1 Finance.
Loans
Check supported loan balances and provider-supplied liability details from M1 Finance.
Ready to connect Continue to M1 Finance?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use M1 Finance with another agent
The same BankSync MCP server and API key work with every one of these.
Other banks you can use with Continue
Institutions in the same market that Continue can query through BankSync MCP.
- Use Chase with Continue🇺🇸 United States
- Use American Express with Continue🇺🇸 United States
- Use Capital One with Continue🇺🇸 United States
- Use Wells Fargo with Continue🇺🇸 United States
- Use Citibank Online with Continue🇺🇸 United States
- Use Fidelity with Continue🇺🇸 United States
- Use Bank of America with Continue🇺🇸 United States
- Use Charles Schwab with Continue🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Continue or M1 Finance. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.