Talk to your bank data.
Connect Claude, ChatGPT, Cursor, VS Code, and other AI agents to your financial data with the BankSync MCP server. Ask about transactions, check balances, and manage syncs — all through conversation.
Your finances, one question away
No code required. Just ask your AI agent about your financial data.
Works with your favorite AI tools
One-time setup. Under 2 minutes. Works with any MCP-compatible client.
Setup in seconds
Add the BankSync MCP server config to your AI client. That's it.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io/sse",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}28 tools at your AI's fingertips
From listing banks to triggering syncs — everything your AI agent needs to work with financial data.
Discovery
banksync_help— Discover available capabilities
Workspace
get_workspace— View workspace detailsget_workspace_members— List team members
Banks & Accounts
list_banks— List connected banksget_bank— Bank details & healthlist_accounts— Accounts for a bankget_account— Account details
Financial Data
list_transactions— Query transactionsget_transaction— Transaction detailslist_balances— Current & historical balanceslist_investments— Holdings & securitieslist_liabilities— Loans & credit cards
Feeds & Jobs
list_feeds— Active sync feedscreate_feed— Create a new feedtrigger_sync— Run a sync joblist_jobs— View job history
Schema
get_destination_schema— Inspect destination columnslist_field_mappings— View field mappings
What you can do
From quick questions to complex financial workflows.
Ask about spending
Get instant answers about your transactions, categories, and trends through conversation.
Build AI finance tools
Create AI-powered budgeting, forecasting, and analysis tools with real bank data.
Automate workflows
Let AI agents trigger syncs, create feeds, and manage your financial data pipeline.
Natural language queries
Skip writing code — ask questions about your finances in plain English.
Portfolio analysis
Ask your AI agent to analyze investment holdings, performance, and allocation.
Expense reporting
Generate expense reports and summaries by talking to your AI assistant.
Get connected in 3 steps
Connect your bank
Sign up for BankSync and securely link your bank accounts via Plaid.
Generate an API key
Go to Workspace > Developers and create an API key.
Add the MCP config
Paste the BankSync MCP server config into your AI client (Claude, Cursor, VS Code, etc.) and start asking questions.
Need programmatic access?
Use the BankSync REST API for custom integrations, data pipelines, and automated workflows. Same API key, same data.
Explore REST APIFrequently asked questions
What is the BankSync MCP server?
The BankSync MCP (Model Context Protocol) server lets AI agents like Claude, ChatGPT, Cursor, and VS Code access your financial data through natural language. It exposes 28 tools for querying transactions, balances, investments, and managing sync feeds.
Which AI clients support the BankSync MCP server?
BankSync MCP works with Claude Desktop, ChatGPT, Claude Code, Cursor, VS Code (Copilot), Windsurf, Warp, Notion, and any MCP-compatible client. Setup takes under 2 minutes.
What is the Model Context Protocol (MCP)?
MCP (Model Context Protocol) is an open standard that lets AI applications securely connect to external data sources and tools. It enables AI agents to access real-time data like bank transactions without custom API integration code.
Is my financial data safe with the MCP server?
Yes. The MCP server uses the same API key authentication as the REST API. Your data is encrypted in transit, API keys have scoped permissions, and you can revoke access anytime. BankSync never stores your banking credentials.
How do I set up the BankSync MCP server?
Generate an API key in the BankSync app, then add the BankSync MCP server configuration to your AI client (Claude, Cursor, VS Code, etc.). Each client has a one-time JSON config — setup takes under 2 minutes.
Can I use the MCP server and REST API together?
Yes. The MCP server and REST API use the same API key and access the same data. Use the REST API for programmatic integrations and the MCP server for conversational AI access.
Your AI + your bank data
Set up in under 2 minutes. Start asking your AI agent about your finances today.