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