Plan Destination (now The Newport Group)
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Use Cursor with Plan Destination (now The Newport Group)

BankSync's MCP server can let Cursor query supported Plan Destination (now The Newport Group) account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.

BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Plan Destination (now The Newport Group) or Cursor. Names are used only to describe potential account-data coverage and client compatibility.

United StatesIDEMCP Connected

How to connect Cursor to Plan Destination (now The Newport Group)

Creating a BankSync API key for an AI agent
one key, every agent
1

Search for Plan Destination (now The Newport Group) in BankSync

Sign up for BankSync and, if Plan Destination (now The Newport Group) is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

Configure Cursor

Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.

4

Start querying

Ask Cursor about supported Plan Destination (now The Newport Group) transactions, balances, and more using natural language.

Cursor MCP Configuration

Add this configuration to let Cursor query supported Plan Destination (now The Newport Group) account data through BankSync.

Cursor Config
{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Cursor can access from Plan Destination (now The Newport Group)

Accounts

List the Plan Destination (now The Newport Group) accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Plan Destination (now The Newport Group) transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Plan Destination (now The Newport Group) accounts.

Holdings

View supported investment positions, quantities, and market values from Plan Destination (now The Newport Group).

Trades

Access supported investment trade and activity history from Plan Destination (now The Newport Group).

Loans

Check supported loan balances and provider-supplied liability details from Plan Destination (now The Newport Group).

Ready to connect Cursor to Plan Destination (now The Newport Group)?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

BankSync is not affiliated with, endorsed by, or an official partner of Cursor or Plan Destination (now The Newport Group). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.