Use Cursor with Syndeo
BankSync's MCP server connects Cursor to Syndeo, 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.
How to connect Cursor to Syndeo
Connect Syndeo to BankSync
Sign up for BankSync and securely link your Syndeo account through our secure connection.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Cursor
Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.
Start querying
Ask Cursor about your Syndeo transactions, balances, and more using natural language.
Cursor MCP Configuration
Add this configuration to connect Cursor to your Syndeo data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Cursor can access from Syndeo
Transactions
Query Syndeo transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Syndeo accounts.
Accounts
List all checking, savings, and investment accounts linked through Syndeo.
Holdings
View investment positions, quantities, and market values from Syndeo brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Syndeo investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Syndeo loans.
Ready to connect Cursor to Syndeo?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Cursor or Syndeo. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.