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