BankSync's MCP server connects ChatGPT to Univest - Business, 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 Univest - Business account through our secure connection.
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 Univest - Business transactions, balances, and more using natural language.
Add this configuration to connect ChatGPT to your Univest - Business data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Univest - Business transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Univest - Business accounts.
List all checking, savings, and investment accounts linked through Univest - Business.
View investment positions, quantities, and market values from Univest - Business brokerage accounts.
Access buy/sell/dividend transactions from your Univest - Business investment accounts.
Check outstanding balances, interest rates, and payment schedules for Univest - Business 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 ChatGPT or Univest - Business. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.