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AI-powered extraction from receipts, invoices & statements

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Step-by-step tutorials and getting-started walkthroughs

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Full endpoint reference for banks, transactions, feeds & more

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Connect ChatGPT, Claude, Cursor & more to your financial data

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Tools Reference

Connect Your AI Agent

Step-by-step guides for connecting BankSync to your preferred AI client. Choose your platform below to get started.

Prerequisites

  • A BankSync account with at least one connected bank
  • An API key with all permission scopes (created from Workspace menu → Developers)

Desktop AI Assistants

ChatGPT

OpenAI's conversational AI assistant

Claude Desktop

Anthropic's desktop AI assistant

Gemini

Google's AI assistant

Grok

xAI's conversational AI assistant

LibreChat

Open-source AI chat platform

LM Studio

Desktop app for running local LLMs

Mistral Le Chat

Mistral AI's conversational assistant

Raycast

macOS productivity launcher with AI

IDE Agents

Amazon Q

AWS's AI-powered developer assistant

Amp

Sourcegraph's AI coding agent

Cline

Autonomous AI coding agent for VS Code

Continue

Open-source AI code assistant

Cursor

AI-native code editor

JetBrains

IntelliJ, WebStorm, PyCharm and more

Kilo Code

AI coding assistant with MCP support

Neovim

Terminal editor with MCP via MCPHub.nvim

Roo Code

AI coding assistant with MCP support

Sourcegraph Cody

Sourcegraph's AI coding assistant

Tabnine

Enterprise AI code assistant

VS Code Copilot

GitHub Copilot in Visual Studio Code

Windsurf

Codeium's AI-powered IDE

Zed

High-performance multiplayer code editor

CLI & Terminal

Claude Code

Terminal-based AI coding assistant by Anthropic

Codex

OpenAI's coding agent

Copilot CLI

GitHub Copilot in the terminal

Gemini CLI

Google's terminal AI coding agent

Goose

Block's open-source AI agent

Warp

Modern AI-powered terminal

Platforms & Automation

Atlassian Rovo

Atlassian's AI teamwork assistant

Claude Cowork

Collaborative AI workspace by Anthropic

Copilot Studio

Microsoft AI agent builder platform

Devin

Autonomous AI software engineer

Dify

Open-source AI application development platform

Hermes Agent

Persistent AI personal assistant by NousResearch

n8n

Open-source workflow automation platform

Notion

Notion's AI workspace integration

OpenClaw

Open-source AI agent platform

Pieces

AI-powered developer productivity tool

Postman

API development and testing platform

Relevance AI

No-code AI agent platform

Replit

Browser-based AI development platform

Salesforce Agentforce

Salesforce's enterprise AI agent platform

SDKs & Code

Python SDK

Custom MCP client in Python

TypeScript SDK

Custom MCP client in TypeScript

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Connect to 10k+ financial institutions across the United States and Canada. Sync your financial transactions to Notion, Airtable and more for budgeting.

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