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