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