Connect BankSync to Notion
Notion's custom AI agents support MCP servers for extending agent capabilities. See the Notion custom agents docs for more details.
Prerequisites
- A BankSync account with at least one connected bank
- An API key with all permission scopes (created from Workspace menu → Developers)
Requirement: Custom MCP servers in Notion require a Business or Enterprise plan.
Setup Steps
- Go to Custom Agent Settings → Tools & Access → Add connection and select Custom MCP server.
- Enter the BankSync MCP server URL:
https://mcp.banksync.io - Add the authentication header:Header name:
X-API-KeyHeader value:bsk_your_api_key_here - Toggle the desired BankSync tools on or off based on what capabilities you want the agent to have.
Verify Your Connection
After configuring your client, restart it and try these prompts to verify the connection is working:
“List my workspaces”
“What banks do I have connected?”
“What’s my checking account balance?”
Troubleshooting
“No tools available” or MCP server not listed
- Make sure you restarted your AI client after editing the configuration file.
- Verify the JSON is valid (no trailing commas, correct brackets).
- Check that the URL is exactly
https://mcp.banksync.io.
“Authentication failed” or “Invalid API key”
- Confirm the key starts with
bsk_and has not been revoked. - Ensure the key is in the
headersobject underX-API-Key. - Check for accidental whitespace or newlines around the key value.
Tools are listed but return errors
- Verify your API key has the required scopes. For full access, select all scopes when creating the key.
- Make sure you have at least one bank connected in the BankSync app.
- Check that you are passing the correct workspace ID when prompted.
Connection timeout or network errors
- The MCP server uses Streamable HTTP transport. Ensure your network or proxy allows outbound HTTPS connections.
- If using a VPN or firewall, allow connections to
mcp.banksync.io. - Try the connection from a different network to rule out local issues.
