BankSync's MCP server connects ChatGPT to WealthCare, 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.
Sign up for BankSync and securely link your WealthCare account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Ask ChatGPT about your WealthCare transactions, balances, and more using natural language.
Add this configuration to connect ChatGPT to your WealthCare data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query WealthCare transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your WealthCare accounts.
List all checking, savings, and investment accounts linked through WealthCare.
View investment positions, quantities, and market values from WealthCare brokerage accounts.
Access buy/sell/dividend transactions from your WealthCare investment accounts.
Check outstanding balances, interest rates, and payment schedules for WealthCare loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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