Use ChatGPT with National Bank Direct Brokerage
BankSync's MCP server can let ChatGPT query supported National Bank Direct Brokerage 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 National Bank Direct Brokerage or ChatGPT. Names are used only to describe potential account-data coverage and client compatibility.
How to connect ChatGPT to National Bank Direct Brokerage
one key, every agent
Search for National Bank Direct Brokerage in BankSync
Sign up for BankSync and, if National Bank Direct Brokerage 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 National Bank Direct Brokerage transactions, balances, and more using natural language.
ChatGPT MCP Configuration
Add this configuration to let ChatGPT query supported National Bank Direct Brokerage account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What ChatGPT can access from National Bank Direct Brokerage
Accounts
List the National Bank Direct Brokerage accounts connected through BankSync and visible to the API key scopes you grant.
Balances
Get current and available balances for supported National Bank Direct Brokerage accounts.
Holdings
View supported investment positions, quantities, and market values from National Bank Direct Brokerage.
Trades
Access supported investment trade and activity history from National Bank Direct Brokerage.
Orders
Access supported open and pending investment orders from National Bank Direct Brokerage.
Ready to connect ChatGPT to National Bank Direct Brokerage?
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BankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or National Bank Direct Brokerage. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.