BankSync

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

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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](docs/TOOLS.md)

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

1. list_banks → see connected banks
2. list_accounts → discover accounts
3. get_transactions → fetch financial data
4. list_integrations → find your Notion/Sheets connection
5. get_data_type_schema → discover available field mappings
6. create_feed → set up an automated pipeline
7. trigger_sync → run it

Data Sources

Sync Destinations

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

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.