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