Use Cursor with Optimum Employer Solutions
BankSync's MCP server connects Cursor to Optimum Employer Solutions, 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.
How to connect Cursor to Optimum Employer Solutions
Connect Optimum Employer Solutions to BankSync
Sign up for BankSync and securely link your Optimum Employer Solutions account through our secure connection.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Cursor
Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.
Start querying
Ask Cursor about your Optimum Employer Solutions transactions, balances, and more using natural language.
Cursor MCP Configuration
Add this configuration to connect Cursor to your Optimum Employer Solutions data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Cursor can access from Optimum Employer Solutions
Transactions
Query Optimum Employer Solutions transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Optimum Employer Solutions accounts.
Accounts
List all checking, savings, and investment accounts linked through Optimum Employer Solutions.
Holdings
View investment positions, quantities, and market values from Optimum Employer Solutions brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Optimum Employer Solutions investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Optimum Employer Solutions loans.
Ready to connect Cursor to Optimum Employer Solutions?
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 Cursor or Optimum Employer Solutions. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.