Use LM Studio with Series Financial
BankSync's MCP server can let LM Studio 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 LM Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect LM Studio 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 LM Studio
Add the BankSync MCP server to LM Studio using your API key. Follow our LM Studio setup guide for step-by-step instructions.
Start querying
Ask LM Studio about supported Series Financial transactions, balances, and more using natural language.
LM Studio MCP Configuration
Add this configuration to let LM Studio query supported Series Financial account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What LM Studio 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 LM Studio 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.
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Other banks you can use with LM Studio
Institutions in the same market that LM Studio can query through BankSync MCP.
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- Use Charles Schwab with LM Studio🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of LM Studio or Series Financial. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.