BankSync's MCP server connects Atlassian Rovo to Pinnacle Bank of Texas - Personal, 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 of Texas - Personal account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Atlassian Rovo using your API key. Follow our Atlassian Rovo setup guide for step-by-step instructions.
Ask Atlassian Rovo about your Pinnacle Bank of Texas - Personal transactions, balances, and more using natural language.
Add this configuration to connect Atlassian Rovo to your Pinnacle Bank of Texas - Personal data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Pinnacle Bank of Texas - Personal transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Pinnacle Bank of Texas - Personal accounts.
List all checking, savings, and investment accounts linked through Pinnacle Bank of Texas - Personal.
View investment positions, quantities, and market values from Pinnacle Bank of Texas - Personal brokerage accounts.
Access buy/sell/dividend transactions from your Pinnacle Bank of Texas - Personal investment accounts.
Check outstanding balances, interest rates, and payment schedules for Pinnacle Bank of Texas - Personal loans.
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