BankSync's MCP server connects Cursor to Plan Destination (now The Newport Group), 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 Plan Destination (now The Newport Group) 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 Plan Destination (now The Newport Group) transactions, balances, and more using natural language.
Add this configuration to connect Cursor to your Plan Destination (now The Newport Group) data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Plan Destination (now The Newport Group) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Plan Destination (now The Newport Group) accounts.
List all checking, savings, and investment accounts linked through Plan Destination (now The Newport Group).
View investment positions, quantities, and market values from Plan Destination (now The Newport Group) brokerage accounts.
Access buy/sell/dividend transactions from your Plan Destination (now The Newport Group) investment accounts.
Check outstanding balances, interest rates, and payment schedules for Plan Destination (now The Newport Group) loans.
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