Use Relevance AI with Stessa
BankSync's MCP server can let Relevance AI query supported Stessa 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 Stessa or Relevance AI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Relevance AI to Stessa
Search for Stessa in BankSync
Sign up for BankSync and, if Stessa 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 Relevance AI
Add the BankSync MCP server to Relevance AI using your API key. Follow our Relevance AI setup guide for step-by-step instructions.
Start querying
Ask Relevance AI about supported Stessa transactions, balances, and more using natural language.
Relevance AI MCP Configuration
Add this configuration to let Relevance AI query supported Stessa account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Relevance AI can access from Stessa
Accounts
List the Stessa accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Stessa transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Stessa accounts.
Holdings
View supported investment positions, quantities, and market values from Stessa.
Trades
Access supported investment trade and activity history from Stessa.
Loans
Check supported loan balances and provider-supplied liability details from Stessa.
Ready to connect Relevance AI to Stessa?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Stessa with another agent
The same BankSync MCP server and API key work with every one of these.
Other banks you can use with Relevance AI
Institutions in the same market that Relevance AI can query through BankSync MCP.
- Use Chase with Relevance AI🇺🇸 United States
- Use American Express with Relevance AI🇺🇸 United States
- Use Capital One with Relevance AI🇺🇸 United States
- Use Wells Fargo with Relevance AI🇺🇸 United States
- Use Fidelity with Relevance AI🇺🇸 United States
- Use Citibank Online with Relevance AI🇺🇸 United States
- Use Bank of America with Relevance AI🇺🇸 United States
- Use Charles Schwab with Relevance AI🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Relevance AI or Stessa. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.