BankSync's MCP server connects Zed to UMB Bank - Card Center Direct, 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 UMB Bank - Card Center Direct account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Zed using your API key. Follow our Zed setup guide for step-by-step instructions.
Ask Zed about your UMB Bank - Card Center Direct transactions, balances, and more using natural language.
Add this configuration to connect Zed to your UMB Bank - Card Center Direct data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query UMB Bank - Card Center Direct transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your UMB Bank - Card Center Direct accounts.
List all checking, savings, and investment accounts linked through UMB Bank - Card Center Direct.
View investment positions, quantities, and market values from UMB Bank - Card Center Direct brokerage accounts.
Access buy/sell/dividend transactions from your UMB Bank - Card Center Direct investment accounts.
Check outstanding balances, interest rates, and payment schedules for UMB Bank - Card Center Direct loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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