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