BankSync
Connect AI agents to real bank accounts — transactions, balances, investments, and loans across 15,000+ institutions. Sync to Notion, Google Sheets, and Airtable.
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BankSync MCP Server
Talk to your bank data. Connect AI agents to real bank accounts — transactions, balances, investments, and loans — across 15,000+ financial institutions.
BankSync MCP is an open Model Context Protocol server with 28 tools that gives Claude, ChatGPT, Cursor, VS Code, and other AI agents secure, read-write access to your financial data. Sync to Notion, Google Sheets, and Airtable — all through conversation.
Website · Docs · Setup Guides · Quick Start · Tools Reference
Quick Start
Get your API key at banksync.io/developers. BankSync runs as a remote MCP server — no install required:
URL: https://mcp.banksync.io
Transport: Streamable HTTP
Header: X-API-Key: your-key
Setup
Claude Desktop
Add to ~/Library/Application Support/Claude/claude_desktop_config.json:
{
"mcpServers": {
"banksync": {
"type": "http",
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "your-key"
}
}
}
}
Claude Code
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: your-key"
Cursor
Add to .cursor/mcp.json:
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "your-key"
}
}
}
}
VS Code (Copilot)
Add to .vscode/mcp.json:
{
"servers": {
"banksync": {
"type": "http",
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "your-key"
}
}
}
}
Windsurf
Add to ~/.codeium/windsurf/mcp_config.json:
{
"mcpServers": {
"banksync": {
"serverUrl": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "your-key"
}
}
}
}
npm package (stdio fallback)
For clients that don't support remote HTTP servers, use the npm package as a local bridge:
npx -y @banksync/mcp # Node.js
pip install banksync-mcp && banksync-mcp # Python
Set BANKSYNC_API_KEY=your-key as an environment variable. The package bridges stdio to https://mcp.banksync.io automatically.
Example config (any stdio client):
{
"mcpServers": {
"banksync": {
"command": "npx",
"args": ["-y", "@banksync/mcp"],
"env": {
"BANKSYNC_API_KEY": "your-key"
}
}
}
}
Setup guides for all clients: banksync.io/developers/mcp-setup
What You Can Do
Ask your AI agent questions like:
- "What were my biggest expenses last month?"
- "How much do I have across all my accounts?"
- "Show my investment portfolio performance"
- "Sync my transactions to Notion every week"
- "What's my outstanding loan balance?"
Tools
28 tools across 7 categories. Full reference with parameters and examples: docs/TOOLS.md
| Category | Tools | What They Do |
|---|---|---|
| Discovery | get_data_type_schema, list_feed_sources | Discover available fields and feed source types |
| Workspace | list_workspaces, get_workspace, list_integrations, delete_integration | Manage workspaces and connected destinations |
| Banks | list_banks, get_bank, create_bank_link, connect_bank, delete_bank | Connect and manage bank connections |
| Accounts | list_accounts, get_account | Fetch live account data from institutions |
| Financial Data | get_transactions, get_balance, get_holdings, get_trades, get_loan | Query transactions, balances, investments, loans |
| Feeds | list_feeds, get_feed, create_feed, update_feed, validate_feed, delete_feed | Build automated data pipelines |
| Jobs | list_jobs, get_job, trigger_sync, cancel_job | Run and monitor sync jobs |
How It Works
AI Agent (Claude, ChatGPT, Cursor, ...)
↓ Streamable HTTP
mcp.banksync.io (Cloudflare Workers)
↓ Bank APIs
Plaid (US/UK/CA) · Basiq (AU/NZ)
↓ Sync
Notion · Google Sheets · Airtable
See docs/ARCHITECTURE.md for details.
Typical Workflow
1. list_workspaces → find your workspace
2. list_banks → see connected banks
3. list_accounts → discover accounts
4. get_transactions → fetch financial data
5. list_integrations → find your Notion/Sheets connection
6. get_data_type_schema → discover available field mappings
7. create_feed → set up an automated pipeline
8. trigger_sync → run it
Data Sources
| Provider | Coverage | Data Types |
|---|---|---|
| Plaid | US, UK, Canada — 12,000+ institutions | Transactions, balances, investments, loans |
| Basiq | Australia, New Zealand — 3,000+ institutions | Transactions, balances |
| Email extraction | Global | AI-extracted structured data from forwarded emails |
| File upload | Global | AI-extracted data from PDFs, images, documents |
Sync Destinations
| Destination | Capabilities |
|---|---|
| Notion | Sync to Notion databases |
| Google Sheets | Sync to spreadsheets (row or column direction) |
| Airtable | Sync to Airtable tables |
Security
- API key authentication — keys scoped per workspace
- All data encrypted in transit (TLS)
- Role-based permissions (owner/admin/editor/viewer)
- BankSync never stores banking credentials — delegated to Plaid/Basiq
- Stateless MCP transport — no session data persisted
See SECURITY.md for our security policy and vulnerability reporting.
Debugging
Use the MCP Inspector to test and debug the server:
BANKSYNC_API_KEY=your-key npx @modelcontextprotocol/inspector npx -y @banksync/mcp
Or connect the inspector directly to the remote server:
npx @modelcontextprotocol/inspector --url https://mcp.banksync.io --header "X-API-Key: your-key"
Documentation
| Doc | Description |
|---|---|
| docs/TOOLS.md | Complete tools reference with parameters and examples |
| docs/ARCHITECTURE.md | Architecture, transport, and deployment details |
| docs/AGENTS.md | Guide for AI agents: best practices, prompt patterns, workflows |
| CLAUDE.md | Context for AI coding assistants working on this repo |
| SECURITY.md | Security policy and vulnerability reporting |
| banksync.io/developers | Full API documentation |
| banksync.io/developers/mcp-setup | Per-client setup guides |
Privacy Policy
BankSync's privacy policy is available at banksync.io/privacy. BankSync never stores banking credentials — authentication is delegated to Plaid and Basiq. API keys are scoped per workspace and all data is encrypted in transit.
License
MIT — see LICENSE.