BankSync's MCP server connects Cursor to REDW Business & Financial Advisors, 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 REDW Business & Financial Advisors account through our secure connection.
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 REDW Business & Financial Advisors transactions, balances, and more using natural language.
Add this configuration to connect Cursor to your REDW Business & Financial Advisors data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query REDW Business & Financial Advisors transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your REDW Business & Financial Advisors accounts.
List all checking, savings, and investment accounts linked through REDW Business & Financial Advisors.
View investment positions, quantities, and market values from REDW Business & Financial Advisors brokerage accounts.
Access buy/sell/dividend transactions from your REDW Business & Financial Advisors investment accounts.
Check outstanding balances, interest rates, and payment schedules for REDW Business & Financial Advisors loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Cursor or REDW Business & Financial Advisors. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.