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