Talk to your bank data.

Add BankSync to Claude, ChatGPT, Cursor or any MCP client. Your bank data stays put, so you can switch assistants whenever you like.

Start free trial Setup guide

Banks and cards

Business Checking••4021
Venture Card••8830
Schwab Brokerage••1174

Transactions

Oct 14Vercel−$240.00
Oct 9Notion−$96.00
Oct 3Figma−$45.00

ClaudeAdd to Claude

How much have we spent on software this month, and what is left in checking?

get_transactions19 rows · Business Checking ••4021

get_balanceBusiness Checking ••4021

$1,184 across 19 charges so far, 6% under September. Vercel, Notion and Figma are the top three. Checking holds $18,240.50 today.

Chart it by month and keep it on a dashboard.

create_dashboardSoftware spend✓

Done. “Software spend” is pinned and updates with every sync.

The AI you choose

Same question, from ChatGPT tomorrow?

Same $1,184. Every assistant reads the same accounts through one connection.

Claude reading Business Checking through BankSync. Swap in ChatGPT, Cursor or any MCP client and nothing about your data changes.

Connected in three steps.

01
Add the server
Point any MCP client at mcp.banksync.io. In Claude, add BankSync from the connector directory.
Claude Code
```
$claude mcp add --transport http banksync https://mcp.banksync.io
```
02
Sign in and pick a workspace
Claude, ChatGPT and Claude Code sign in with OAuth. Other clients send a scoped API key.
Allow Claude to use BankSync?
WorkspaceHousehold
Accessbanks:readfeeds:read
CancelAllow
03
Ask a question
Your assistant calls the tools it needs and answers from your synced accounts.
What did I spend on dining last month?
get_transactions · 18 rows
$412.60 across 18 meals, mostly weekends.

An agent, start to finish.

Connect an agent and ask it about your transactions.

What your assistant can do.

Read every account, then build on it.

Transactions, balances, holdings, trades and loans across 14,000+ banks. Ask for a chart and it can build the dashboard; ask for a weekly table and it sets up the feed.

All 227 tools

Spending · dashboard built by Claude

Only what you allow.

Each connection carries its own scopes. Give a chat assistant read scopes and it stays read-only. No tool moves money, and you can revoke access any time.

BankSync API keys, each with its own read and write scopes, including one for an MCP server

Change assistants. Keep your data.

BankSync

Spreadsheets

Workspaces

AI you choose

Your code

What an agent 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: OAuth in Claude, ChatGPT and Claude Code. Every other client sends a scoped key in the X-API-Key header.
Access: Set by the scopes you grant. Read scopes make the connection read-only; nothing can move money.
Clients: Claude Code Claude Desktop Claude Cowork ChatGPT Cursor Windsurf VS Code Copilot OpenClaw Gemini Grok Meta Muse Hermes AgentAnd any client that supports remote MCP servers.
Rate limits: 20 tool calls a minute on Standard, 40 on Professional, 60 on Business, shared across a workspace.
Banks: Banks in the US, Canada, the UK, Europe and Australia, including Consumer Data Right connections.
From code: The same key and data power the REST API and the CLI.

The key, filmed.

Create the scoped key used by BankSync MCP

One least-privilege key per client; copy it when it is shown.

Questions, answered.

What is the BankSync MCP server?

A Model Context Protocol server that gives AI clients your financial data in plain English. It exposes 227 documented tools for reading data and managing feeds.

Which AI clients support the BankSync MCP server?

Any client that supports remote Streamable HTTP servers and custom API-key headers. Each client has its own setup guide because the config format differs.

What is the Model Context Protocol (MCP)?

An open standard for connecting AI applications to external data and tools. BankSync exposes your connected institutions’ latest synced data through it, with no custom integration.

Is my financial data safe with the MCP server?

Yes. It uses the same scoped API keys as the REST API, which you can revoke any time; there is no tool that moves money. BankSync never stores your banking credentials.

How do I set up the BankSync MCP server?

Create a scoped API key in the app, then add https://mcp.banksync.io and the X-API-Key header to your client, following its guide.

Can I use the MCP server and REST API together?

Yes. They share one API key and one dataset: REST for your code, MCP for your agent.

What MCP server should I use for personal finance?

BankSync MCP covers 14,000+ institutions with 227 tools for transactions, balances, investments, loans, feeds, jobs, portals and enrichments.

Can I connect Claude to my bank account?

Yes. Add the BankSync MCP server to Claude Desktop or Claude Code, connect your bank in the app, and ask Claude about your transactions, balances and investments.

Is there a free MCP server for banking?

MCP access needs Standard or above; Free and Starter do not include it. The pricing page lists plan limits.

Which MCP servers work with Cursor for financial apps?

BankSync has a Cursor guide: add the server URL and a scoped API-key header to Cursor's MCP settings and the data that key can see is available in the editor.

Your AI + your bank data