Optum Bank - Financial
Use ChatGPT with Optum Bank - Financial
BankSync's MCP server can let ChatGPT query supported Optum Bank - Financial 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 Optum Bank - Financial or ChatGPT. Names are used only to describe potential account-data coverage and client compatibility.
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How to connect ChatGPT to Optum Bank - Financial
1
Search for Optum Bank - Financial in BankSync
Sign up for BankSync and, if Optum Bank - Financial is available, link your account through a provider-hosted or bank-hosted authorization flow.
2
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
3
Configure ChatGPT
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
4
Start querying
Ask ChatGPT about supported Optum Bank - Financial transactions, balances, and more using natural language.
ChatGPT MCP Configuration
Add this configuration to let ChatGPT query supported Optum Bank - Financial account data through BankSync.
ChatGPT Config
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What ChatGPT can access from Optum Bank - Financial
Accounts
List the Optum Bank - Financial accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Optum Bank - Financial transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Optum Bank - Financial accounts.
Holdings
View supported investment positions, quantities, and market values from Optum Bank - Financial.
Trades
Access supported investment trade and activity history from Optum Bank - Financial.
Loans
Check supported loan balances and provider-supplied liability details from Optum Bank - Financial.
your finances, in the conversation
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BankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or Optum Bank - Financial. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.