BankSync's MCP server connects ChatGPT to Pinnacle Bank (CA) - Business, 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.
Sign up for BankSync and securely link your Pinnacle Bank (CA) - Business account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Ask ChatGPT about your Pinnacle Bank (CA) - Business transactions, balances, and more using natural language.
Add this configuration to connect ChatGPT to your Pinnacle Bank (CA) - Business data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Pinnacle Bank (CA) - Business transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Pinnacle Bank (CA) - Business accounts.
List all checking, savings, and investment accounts linked through Pinnacle Bank (CA) - Business.
View investment positions, quantities, and market values from Pinnacle Bank (CA) - Business brokerage accounts.
Access buy/sell/dividend transactions from your Pinnacle Bank (CA) - Business investment accounts.
Check outstanding balances, interest rates, and payment schedules for Pinnacle Bank (CA) - Business loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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