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