Use Cursor with Series Financial
BankSync's MCP server can let Cursor query supported Series Financial account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Series Financial or Cursor. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Cursor to Series Financial
Search for Series Financial in BankSync
Sign up for BankSync and, if Series Financial is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Cursor
Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.
Start querying
Ask Cursor about supported Series Financial transactions, balances, and more using natural language.
Cursor MCP Configuration
Add this configuration to let Cursor query supported Series Financial account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Cursor can access from Series Financial
Accounts
List the Series Financial accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Series Financial transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Series Financial accounts.
Holdings
View supported investment positions, quantities, and market values from Series Financial.
Trades
Access supported investment trade and activity history from Series Financial.
Loans
Check supported loan balances and provider-supplied liability details from Series Financial.
Ready to connect Cursor to Series Financial?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Series Financial with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Series Financial with ChatGPTOpenAI
- Use Series Financial with Claude CodeAnthropic
- Use Series Financial with Claude CoworkAnthropic
- Use Series Financial with Claude DesktopAnthropic
- Use Series Financial with GeminiGoogle
- Use Series Financial with GrokxAI
- Use Series Financial with Hermes AgentNousResearch
- Use Series Financial with Meta MuseMeta
Other banks you can use with Cursor
Institutions in the same market that Cursor can query through BankSync MCP.
- Use Chase with Cursor🇺🇸 United States
- Use American Express with Cursor🇺🇸 United States
- Use Capital One with Cursor🇺🇸 United States
- Use Wells Fargo with Cursor🇺🇸 United States
- Use Citibank Online with Cursor🇺🇸 United States
- Use Fidelity with Cursor🇺🇸 United States
- Use Bank of America with Cursor🇺🇸 United States
- Use Charles Schwab with Cursor🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Cursor or Series Financial. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.