Use ChatGPT with PMI Resource
BankSync's MCP server can let ChatGPT query supported PMI Resource 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 PMI Resource or ChatGPT. Names are used only to describe potential account-data coverage and client compatibility.
How to connect ChatGPT to PMI Resource
Search for PMI Resource in BankSync
Sign up for BankSync and, if PMI Resource is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure ChatGPT
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Start querying
Ask ChatGPT about supported PMI Resource transactions, balances, and more using natural language.
ChatGPT MCP Configuration
Add this configuration to let ChatGPT query supported PMI Resource account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What ChatGPT can access from PMI Resource
Accounts
List the PMI Resource accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported PMI Resource transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported PMI Resource accounts.
Holdings
View supported investment positions, quantities, and market values from PMI Resource.
Trades
Access supported investment trade and activity history from PMI Resource.
Loans
Check supported loan balances and provider-supplied liability details from PMI Resource.
Ready to connect ChatGPT to PMI Resource?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use PMI Resource with another agent
The same BankSync MCP server and API key work with every one of these.
- Use PMI Resource with Claude CodeAnthropic
- Use PMI Resource with Claude CoworkAnthropic
- Use PMI Resource with Claude DesktopAnthropic
- Use PMI Resource with CursorAnysphere
- Use PMI Resource with GeminiGoogle
- Use PMI Resource with GrokxAI
- Use PMI Resource with Hermes AgentNousResearch
- Use PMI Resource with Meta MuseMeta
Other banks you can use with ChatGPT
Institutions in the same market that ChatGPT can query through BankSync MCP.
- Use Chase with ChatGPT🇺🇸 United States
- Use American Express with ChatGPT🇺🇸 United States
- Use Capital One with ChatGPT🇺🇸 United States
- Use Wells Fargo with ChatGPT🇺🇸 United States
- Use Citibank Online with ChatGPT🇺🇸 United States
- Use Fidelity with ChatGPT🇺🇸 United States
- Use Bank of America with ChatGPT🇺🇸 United States
- Use Charles Schwab with ChatGPT🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or PMI Resource. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.