The Oakmark Funds
Use ChatGPT with The Oakmark Funds
BankSync's MCP server can let ChatGPT query supported The Oakmark Funds 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 The Oakmark Funds or ChatGPT. Names are used only to describe potential account-data coverage and client compatibility.
United StatesDesktopMCP Connected
How to connect ChatGPT to The Oakmark Funds
1
Search for The Oakmark Funds in BankSync
Sign up for BankSync and, if The Oakmark Funds 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 ChatGPT
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
4
Start querying
Ask ChatGPT about supported The Oakmark Funds transactions, balances, and more using natural language.
ChatGPT MCP Configuration
Add this configuration to let ChatGPT query supported The Oakmark Funds account data through BankSync.
ChatGPT Config
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What ChatGPT can access from The Oakmark Funds
Accounts
List the The Oakmark Funds accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported The Oakmark Funds transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported The Oakmark Funds accounts.
Holdings
View supported investment positions, quantities, and market values from The Oakmark Funds.
Trades
Access supported investment trade and activity history from The Oakmark Funds.
Loans
Check supported loan balances and provider-supplied liability details from The Oakmark Funds.
your finances, in the conversation
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BankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or The Oakmark Funds. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.