Sure401k
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Use Cursor with Sure401k

BankSync's MCP server can let Cursor query supported Sure401k 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 Sure401k or Cursor. Names are used only to describe potential account-data coverage and client compatibility.

United StatesIDEMCP Connected

How to connect Cursor to Sure401k

1

Search for Sure401k in BankSync

Sign up for BankSync and, if Sure401k is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

Configure Cursor

Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.

4

Start querying

Ask Cursor about supported Sure401k transactions, balances, and more using natural language.

Cursor MCP Configuration

Add this configuration to let Cursor query supported Sure401k account data through BankSync.

Cursor Config
{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Cursor can access from Sure401k

Accounts

List the Sure401k accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Sure401k transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Sure401k accounts.

Holdings

View supported investment positions, quantities, and market values from Sure401k.

Trades

Access supported investment trade and activity history from Sure401k.

Loans

Check supported loan balances and provider-supplied liability details from Sure401k.

your finances, in the conversation

Ready to connect Cursor to Sure401k?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

BankSync is not affiliated with, endorsed by, or an official partner of Cursor or Sure401k. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.