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