BankSync's MCP server can let Pieces query supported United Bank 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 United Bank or Pieces. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if United Bank is available, link your account through a provider-hosted or bank-hosted authorization flow.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Pieces using your API key. Follow our Pieces setup guide for step-by-step instructions.
Ask Pieces about supported United Bank transactions, balances, and more using natural language.
Add this configuration to let Pieces query supported United Bank account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query United Bank transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your United Bank accounts.
List all checking, savings, and investment accounts linked through United Bank.
View investment positions, quantities, and market values from United Bank brokerage accounts.
Access buy/sell/dividend transactions from your United Bank investment accounts.
Check outstanding balances, interest rates, and payment schedules for United Bank loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Pieces or United Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.