Modern Business Associates
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Use ChatGPT with Modern Business Associates

BankSync's MCP server can let ChatGPT query supported Modern Business Associates 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 Modern Business Associates or ChatGPT. Names are used only to describe potential account-data coverage and client compatibility.

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How to connect ChatGPT to Modern Business Associates

Creating a BankSync API key for an AI agent
one key, every agent
1

Search for Modern Business Associates in BankSync

Sign up for BankSync and, if Modern Business Associates is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

Configure ChatGPT

Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.

4

Start querying

Ask ChatGPT about supported Modern Business Associates transactions, balances, and more using natural language.

ChatGPT MCP Configuration

Add this configuration to let ChatGPT query supported Modern Business Associates account data through BankSync.

ChatGPT Config
{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What ChatGPT can access from Modern Business Associates

Accounts

List the Modern Business Associates accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Modern Business Associates transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Modern Business Associates accounts.

Holdings

View supported investment positions, quantities, and market values from Modern Business Associates.

Trades

Access supported investment trade and activity history from Modern Business Associates.

Loans

Check supported loan balances and provider-supplied liability details from Modern Business Associates.

Ready to connect ChatGPT to Modern Business Associates?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

BankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or Modern Business Associates. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.