
BankSync's MCP server connects Cursor to Money$mart 401(k) Savings & Retirement Plan, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your Money$mart 401(k) Savings & Retirement Plan account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.
Ask Cursor about your Money$mart 401(k) Savings & Retirement Plan transactions, balances, and more using natural language.
Add this configuration to connect Cursor to your Money$mart 401(k) Savings & Retirement Plan data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Money$mart 401(k) Savings & Retirement Plan transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Money$mart 401(k) Savings & Retirement Plan accounts.
List all checking, savings, and investment accounts linked through Money$mart 401(k) Savings & Retirement Plan.
View investment positions, quantities, and market values from Money$mart 401(k) Savings & Retirement Plan brokerage accounts.
Access buy/sell/dividend transactions from your Money$mart 401(k) Savings & Retirement Plan investment accounts.
Check outstanding balances, interest rates, and payment schedules for Money$mart 401(k) Savings & Retirement Plan 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 Cursor or Money$mart 401(k) Savings & Retirement Plan. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.