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