BankSync's MCP server can let Windsurf query supported moomoo 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 moomoo or Windsurf. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if moomoo is available, link your account through a provider-hosted or bank-hosted authorization flow.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Windsurf using your API key. Follow our Windsurf setup guide for step-by-step instructions.
Ask Windsurf about supported moomoo transactions, balances, and more using natural language.
Add this configuration to let Windsurf query supported moomoo account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query moomoo transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your moomoo accounts.
List all checking, savings, and investment accounts linked through moomoo.
View investment positions, quantities, and market values from moomoo brokerage accounts.
Access buy/sell/dividend transactions from your moomoo investment accounts.
Check outstanding balances, interest rates, and payment schedules for moomoo 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 Windsurf or moomoo. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.