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