Use ChatGPT with Waterfall Bank
BankSync's MCP server can let ChatGPT query supported Waterfall Bank 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 Waterfall Bank or ChatGPT. Names are used only to describe potential account-data coverage and client compatibility.
How to connect ChatGPT to Waterfall Bank
Search for Waterfall Bank in BankSync
Sign up for BankSync and, if Waterfall Bank 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 Waterfall Bank transactions, balances, and more using natural language.
ChatGPT MCP Configuration
Add this configuration to let ChatGPT query supported Waterfall Bank account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What ChatGPT can access from Waterfall Bank
Accounts
List the Waterfall Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Waterfall Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Waterfall Bank accounts.
Holdings
View supported investment positions, quantities, and market values from Waterfall Bank.
Trades
Access supported investment trade and activity history from Waterfall Bank.
Loans
Check supported loan balances and provider-supplied liability details from Waterfall Bank.
Ready to connect ChatGPT to Waterfall Bank?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with ChatGPT
Institutions in the same market that ChatGPT can query through BankSync MCP.
- Use Chase with ChatGPT🇺🇸 United States
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- Use Fidelity with ChatGPT🇺🇸 United States
- Use Bank of America with ChatGPT🇺🇸 United States
- Use Charles Schwab with ChatGPT🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or Waterfall Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.