Bank data meets Meta Muse

Add the BankSync MCP server to Muse. Ask about transactions, balances and holdings; get answers from your real accounts.

Get Started Setup guide

Banks and cards

Total Checking••7731
Savor Card••8830
Schwab Brokerage••1174

Transactions

Oct 14Whole Foods−$86.42
Oct 11Delta Air Lines−$412.60
Oct 10Dividend VTI+$61.20

Meta MuseBankSync MCP

Any MCP client

Another assistant tomorrow?

Same accounts. Whatever you use after Meta Muse reads them through the same connection, and no tool moves money.

Muse reading the Savor Card and Schwab through BankSync.

Connect Meta Muse in three steps.

01
Create a scoped key
Connect your banks in BankSync, then create an API key with read scopes under Developers.
New API key
NameMCP client
Scopesbanks:readfeeds:read
Keybsk_••••••••3f9a

Add the server

Add BankSync to the mcp_servers block with your key.

mcp.json

{
  "mcp_servers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": { "X-API-Key": "bsk_your_key_here" }
    }
  }
}

03
Ask about your money
Ask about spend, balances or holdings. Muse calls the tools.
What did I spend on travel this year?
get_transactions · 31 rows · Savor Card ••8830
$3,912 across 31 charges. Flights were $2,240 and hotels $1,180.

What you can ask.

Spend by category: Ask what you spent on software last month. Get the rows behind the number.
Balances across banks: One question, every account, as of the last sync.
Portfolio check: Holdings and trades from your brokerages, in plain English.
Build on it: Muse can create tables, feeds and automations through the same tools.
Runway: Burn, cash and months left, from real transactions.
Find a transaction: By merchant, amount or date, without opening a sheet.

Change assistants. Keep your data.

BankSync

Spreadsheets

Workspaces

AI you choose

Your code

What Meta Muse gets.

Server: Remote and hosted at https://mcp.banksync.io over Streamable HTTP. Nothing to install.
Tools: 227 documented tools: bank data, feeds and jobs, tables, dashboards, automations and enrichments. Tools reference
Sign-in: A scoped API key, sent in the X-API-Key header.
Config: Muse’s MCP settings, under mcp_servers.
Access: Set by the scopes you grant. Read scopes keep the connection read-only; no tool can move money.
Rate limits: 20 tool calls a minute on Standard, 40 on Professional, 60 on Business, shared across a workspace.
Banks: 14,000+ institutions in the US, Canada, the UK, Europe and Australia, including Consumer Data Right connections.
Guides: Meta Muse setup guide Every MCP client MCP server

Questions, answered.

How do I connect Meta Muse to my bank data?

Create a BankSync API key, then add the BankSync MCP server to the mcp_servers block in your Muse settings. Muse discovers the BankSync tools on its own.

What financial data can Muse access through BankSync?

Transactions, balances, holdings, trades and loans from 14,000+ banks, brokerages and exchanges. Read-only.

Does Meta Muse support MCP servers?

Muse Code connects to remote MCP servers over Streamable HTTP. The consumer Muse app uses Meta-reviewed connectors; use Muse Code or ask Muse to add BankSync as a custom connector.

Is my bank data safe when using Muse with BankSync?

The server has no tool that can move money. Keys are scoped to one workspace, every call is logged, and you can revoke a key any time.

Bank data in Meta Muse

Get Started →Meta Muse setup guide