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