BankSync's MCP server connects ChatGPT to United Pacific Bank (CA) - Personal, 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 United Pacific Bank (CA) - Personal account through Plaid.
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 United Pacific Bank (CA) - Personal transactions, balances, and more using natural language.
Add this configuration to connect ChatGPT to your United Pacific Bank (CA) - Personal data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query United Pacific Bank (CA) - Personal transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your United Pacific Bank (CA) - Personal accounts.
List all checking, savings, and investment accounts linked through United Pacific Bank (CA) - Personal.
View investment positions, quantities, and market values from United Pacific Bank (CA) - Personal brokerage accounts.
Access buy/sell/dividend transactions from your United Pacific Bank (CA) - Personal investment accounts.
Check outstanding balances, interest rates, and payment schedules for United Pacific Bank (CA) - Personal loans.
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