BankSync's MCP server connects ChatGPT to Needham Bank - Personal Banking, 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 Needham Bank - Personal Banking account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Ask ChatGPT about your Needham Bank - Personal Banking transactions, balances, and more using natural language.
Add this configuration to connect ChatGPT to your Needham Bank - Personal Banking data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Needham Bank - Personal Banking transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Needham Bank - Personal Banking accounts.
List all checking, savings, and investment accounts linked through Needham Bank - Personal Banking.
View investment positions, quantities, and market values from Needham Bank - Personal Banking brokerage accounts.
Access buy/sell/dividend transactions from your Needham Bank - Personal Banking investment accounts.
Check outstanding balances, interest rates, and payment schedules for Needham Bank - Personal Banking loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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