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