Universal Bank
Use ChatGPT with Universal Bank
BankSync's MCP server can let ChatGPT query supported Universal 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 Universal Bank or ChatGPT. Names are used only to describe potential account-data coverage and client compatibility.
United StatesDesktopMCP Connected
How to connect ChatGPT to Universal Bank
1
Search for Universal Bank in BankSync
Sign up for BankSync and, if Universal Bank 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 Universal Bank transactions, balances, and more using natural language.
ChatGPT MCP Configuration
Add this configuration to let ChatGPT query supported Universal Bank 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 Universal Bank
Accounts
List the Universal Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Universal Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Universal Bank accounts.
Holdings
View supported investment positions, quantities, and market values from Universal Bank.
Trades
Access supported investment trade and activity history from Universal Bank.
Loans
Check supported loan balances and provider-supplied liability details from Universal Bank.
your finances, in the conversation
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BankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or Universal Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.