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