Use ChatGPT with Mercer Wealth Solutions
BankSync's MCP server can let ChatGPT query supported Mercer Wealth Solutions 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 Mercer Wealth Solutions or ChatGPT. Names are used only to describe potential account-data coverage and client compatibility.
How to connect ChatGPT to Mercer Wealth Solutions
Search for Mercer Wealth Solutions in BankSync
Sign up for BankSync and, if Mercer Wealth Solutions 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 ChatGPT
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Start querying
Ask ChatGPT about supported Mercer Wealth Solutions transactions, balances, and more using natural language.
ChatGPT MCP Configuration
Add this configuration to let ChatGPT query supported Mercer Wealth Solutions account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What ChatGPT can access from Mercer Wealth Solutions
Accounts
List the Mercer Wealth Solutions accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Mercer Wealth Solutions transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Mercer Wealth Solutions accounts.
Holdings
View supported investment positions, quantities, and market values from Mercer Wealth Solutions.
Trades
Access supported investment trade and activity history from Mercer Wealth Solutions.
Loans
Check supported loan balances and provider-supplied liability details from Mercer Wealth Solutions.
Ready to connect ChatGPT to Mercer Wealth Solutions?
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BankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or Mercer Wealth Solutions. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.