Use ChatGPT with Upgrade
BankSync's MCP server can let ChatGPT query supported Upgrade 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 Upgrade or ChatGPT. Names are used only to describe potential account-data coverage and client compatibility.
How to connect ChatGPT to Upgrade
one key, every agent
Search for Upgrade in BankSync
Sign up for BankSync and, if Upgrade is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure ChatGPT
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Start querying
Ask ChatGPT about supported Upgrade transactions, balances, and more using natural language.
ChatGPT MCP Configuration
Add this configuration to let ChatGPT query supported Upgrade account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What ChatGPT can access from Upgrade
Accounts
List the Upgrade accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Upgrade transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Upgrade accounts.
Holdings
View supported investment positions, quantities, and market values from Upgrade.
Trades
Access supported investment trade and activity history from Upgrade.
Loans
Check supported loan balances and provider-supplied liability details from Upgrade.
Ready to connect ChatGPT to Upgrade?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or Upgrade. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.