Use Windsurf with Origin Financial
BankSync's MCP server can let Windsurf query supported Origin 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 Origin Financial or Windsurf. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Windsurf to Origin Financial
Search for Origin Financial in BankSync
Sign up for BankSync and, if Origin Financial is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Windsurf
Add the BankSync MCP server to Windsurf using your API key. Follow our Windsurf setup guide for step-by-step instructions.
Start querying
Ask Windsurf about supported Origin Financial transactions, balances, and more using natural language.
Windsurf MCP Configuration
Add this configuration to let Windsurf query supported Origin Financial account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Windsurf can access from Origin Financial
Accounts
List the Origin Financial accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Origin Financial transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Origin Financial accounts.
Holdings
View supported investment positions, quantities, and market values from Origin Financial.
Trades
Access supported investment trade and activity history from Origin Financial.
Loans
Check supported loan balances and provider-supplied liability details from Origin Financial.
Ready to connect Windsurf to Origin Financial?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Origin Financial with another agent
The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with Windsurf
Institutions in the same market that Windsurf can query through BankSync MCP.
- Use Chase with Windsurf🇺🇸 United States
- Use American Express with Windsurf🇺🇸 United States
- Use Capital One with Windsurf🇺🇸 United States
- Use Wells Fargo with Windsurf🇺🇸 United States
- Use Fidelity with Windsurf🇺🇸 United States
- Use Citibank Online with Windsurf🇺🇸 United States
- Use Bank of America with Windsurf🇺🇸 United States
- Use PayPal with Windsurf🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Windsurf or Origin Financial. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.