Use Grok with Outlook Financial
BankSync's MCP server can let Grok query supported Outlook 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 Outlook Financial or Grok. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Grok to Outlook Financial
Search for Outlook Financial in BankSync
Sign up for BankSync and, if Outlook 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 Grok
Add the BankSync MCP server to Grok using your API key. Follow our Grok setup guide for step-by-step instructions.
Start querying
Ask Grok about supported Outlook Financial transactions, balances, and more using natural language.
Grok MCP Configuration
Add this configuration to let Grok query supported Outlook Financial account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Grok can access from Outlook Financial
Accounts
List the Outlook Financial accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Outlook Financial transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Outlook Financial accounts.
Holdings
View supported investment positions, quantities, and market values from Outlook Financial.
Trades
Access supported investment trade and activity history from Outlook Financial.
Loans
Check supported loan balances and provider-supplied liability details from Outlook Financial.
Ready to connect Grok to Outlook Financial?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Outlook 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 Grok
Institutions in the same market that Grok can query through BankSync MCP.
- Use Wealthsimple with Grok🇨🇦 Canada
- Use TD Canada Trust with Grok🇨🇦 Canada
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- Use Scotiabank with Grok🇨🇦 Canada
- Use BMO Bank of Montreal with Grok🇨🇦 Canada
- Use RBC Royal Bank with Grok🇨🇦 Canada
- Use American Express (Canada) with Grok🇨🇦 Canada
- Use Tangerine - Personal with Grok🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Grok or Outlook Financial. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.