BankSync MCP server

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.

<!-- mcp-name: io.banksync/mcp -->

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/claudedesktopconfig.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 BANKSYNCAPIKEY=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:

Shortened. The full README is on GitHub.