BankSync's MCP server connects Continue to Step, 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 Step account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Continue using your API key. Follow our Continue setup guide for step-by-step instructions.
Ask Continue about your Step transactions, balances, and more using natural language.
Add this configuration to connect Continue to your Step data.
mcpServers:
- name: BankSync
type: streamable-http
url: https://mcp.banksync.io
requestOptions:
headers:
X-API-Key: bsk_your_key_hereQuery Step transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Step accounts.
List all checking, savings, and investment accounts linked through Step.
View investment positions, quantities, and market values from Step brokerage accounts.
Access buy/sell/dividend transactions from your Step investment accounts.
Check outstanding balances, interest rates, and payment schedules for Step loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Continue or Step. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.