Use JetBrains with Upgrade
BankSync's MCP server can let JetBrains 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 JetBrains. Names are used only to describe potential account-data coverage and client compatibility.
How to connect JetBrains 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 JetBrains
Add the BankSync MCP server to JetBrains using your API key. Follow our JetBrains setup guide for step-by-step instructions.
Start querying
Ask JetBrains about supported Upgrade transactions, balances, and more using natural language.
JetBrains MCP Configuration
Add this configuration to let JetBrains query supported Upgrade account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What JetBrains 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 JetBrains 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 JetBrains or Upgrade. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.