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