Use Cursor with Uphold
BankSync's MCP server connects Cursor to Uphold, 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.
How to connect Cursor to Uphold
Connect Uphold to BankSync
Sign up for BankSync and securely link your Uphold account through our secure connection.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Cursor
Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.
Start querying
Ask Cursor about your Uphold transactions, balances, and more using natural language.
Cursor MCP Configuration
Add this configuration to connect Cursor to your Uphold data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Cursor can access from Uphold
Transactions
Query Uphold transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Uphold accounts.
Accounts
List all checking, savings, and investment accounts linked through Uphold.
Holdings
View investment positions, quantities, and market values from Uphold brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Uphold investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Uphold loans.
Ready to connect Cursor to Uphold?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Cursor or Uphold. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.