Give your AI workforce bank data superpowers
Connect the BankSync MCP server to Relevance AI and let your AI agents query transactions, balances, investments, and loans from 10,000+ banks.
Connect in 3 steps
Add real financial data to your Relevance AI agents in minutes.
Generate a BankSync API key
Sign up, connect your bank accounts, and create an API key from the Developers section.
Add the MCP server to Relevance AI
In your Relevance AI workspace, go to Export Tools > MCP Server and add the BankSync configuration.
Build financial agents
Your AI agents now have access to 28 financial data tools. Build custom workflows for transactions, balances, and more.
MCP Server Configuration
Add this config to your Relevance AI MCP server settings.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What you can build
From simple queries to complex multi-agent financial workflows.
Financial Research Agents
Build AI agents that analyze spending patterns, track budgets, and generate financial reports from live bank data.
Customer Support Bots
Create agents that answer balance inquiries, transaction questions, and account status checks in real-time.
Expense Management Workforce
Deploy agents that categorize expenses, flag anomalies, and generate expense reports automatically.
Portfolio Monitoring
Build agents that track investment holdings, analyze performance, and alert on portfolio changes.
Sync Automation
Create agents that manage feed configurations, trigger syncs, and monitor job status programmatically.
Multi-Tool Workflows
Combine BankSync data with other MCP tools in Relevance AI for complex financial workflows across your entire AI ecosystem.
Why BankSync for Relevance AI
10,000+ Banks
Access financial data from major US & Canadian institutions through secure Plaid connectivity.
28 MCP Tools
From listing banks to triggering syncs — everything your AI agents need to work with financial data.
Real-Time Data
Query live transactions, balances, and holdings directly from bank institutions.
Scoped API Keys
Granular permissions with banks:read, feeds:write, and more. Revoke anytime.
Frequently asked questions
How do I connect Relevance AI to my bank data?
Generate a BankSync API key, then add the BankSync MCP server configuration to your Relevance AI workspace under Export Tools > MCP Server. Your AI agents will have access to 28 financial data tools.
What bank data can Relevance AI agents access?
Relevance AI agents can access transactions, balances, investment holdings, trades, and loan data from 10,000+ US and Canadian banks through the BankSync MCP server.
Can I build custom financial agents with Relevance AI and BankSync?
Yes. Create tools once in Relevance AI that call BankSync MCP endpoints, then reuse them across your AI workforce. Build agents for expense tracking, budget analysis, portfolio monitoring, and more.
Is the BankSync MCP connection secure for Relevance AI?
Yes. Authentication uses scoped API keys with granular permissions. All communication is encrypted, and you can revoke access anytime from the BankSync dashboard.
Build Financial AI Agents
Connect BankSync to Relevance AI and give your AI workforce access to real bank data. 14-day free trial.
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