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