BankSync's MCP server connects Cursor to Web401k, 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 Web401k account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.
Ask Cursor about your Web401k transactions, balances, and more using natural language.
Add this configuration to connect Cursor to your Web401k data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Web401k transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Web401k accounts.
List all checking, savings, and investment accounts linked through Web401k.
View investment positions, quantities, and market values from Web401k brokerage accounts.
Access buy/sell/dividend transactions from your Web401k investment accounts.
Check outstanding balances, interest rates, and payment schedules for Web401k loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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