BankSync's MCP server can let Cursor query supported NetExchange Client 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 NetExchange Client or Cursor. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if NetExchange Client 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 Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.
Ask Cursor about supported NetExchange Client transactions, balances, and more using natural language.
Add this configuration to let Cursor query supported NetExchange Client account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}List the NetExchange Client accounts connected through BankSync and visible to the API key scopes you grant.
Query supported NetExchange Client transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Get current and available balances for supported NetExchange Client accounts.
View supported investment positions, quantities, and market values from NetExchange Client.
Access supported investment trade and activity history from NetExchange Client.
Check supported loan balances and provider-supplied liability details from NetExchange Client.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Cursor or NetExchange Client. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.