# BankSync
**Category:** ๐ป Developer Tools
**Repository:** https://github.com/banksynchq/banksync-mcp
**Views:** 0
**Installs:** 0
**Upvotes:** 0
**Directory Page:** https://allmcps.com/mcp/banksync
## Description
Connect AI agents to bank accounts, transactions, balances, and investments.
## Claude Desktop Quick Installation
Heuristic fallback โ verify the package name and runner against the repository README before running it. Uses `npx` (confidence: low):
```json
"mcpServers": {
"banksync": {
"command": "npx",
"args": ["-y","banksync"]
}
}
```
## Documentation & README
# BankSync MCP Server
[](https://www.npmjs.com/package/@banksync/mcp)
[](https://pypi.org/project/banksync-mcp/)
[](LICENSE)
[](https://smithery.ai/servers/banksync/banksync-mcp)
[](https://insiders.vscode.dev/redirect/mcp/install?name=banksync&config=%7B%22command%22%3A%22npx%22%2C%22args%22%3A%5B%22-y%22%2C%22%40banksync%2Fmcp%22%5D%2C%22env%22%3A%7B%22BANKSYNC_API_KEY%22%3A%22your-key%22%7D%7D)
Talk to your bank data. Connect AI agents to real bank accounts โ transactions, balances, investments, and loans โ across 15,000+ financial institutions.
BankSync MCP is an open [Model Context Protocol](https://modelcontextprotocol.io) 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 โ all through conversation.
Website ยท
Docs ยท
Setup Guides ยท
Quick Start ยท
Tools Reference
---
## Quick Start
Get your API key at [banksync.io/developers](https://banksync.io/developers). BankSync runs as a remote MCP server โ 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`:
```json
{
"mcpServers": {
"banksync": {
"type": "http",
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "your-key"
}
}
}
}
```
Claude Code
```bash
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: your-key"
```
Cursor
Add to `.cursor/mcp.json`:
```json
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "your-key"
}
}
}
}
```
VS Code (Copilot)
Add to `.vscode/mcp.json`:
```json
{
"servers": {
"banksync": {
"type": "http",
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "your-key"
}
}
}
}
```
Windsurf
Add to `~/.codeium/windsurf/mcp_config.json`:
```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:
```bash
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):
```json
{
"mcpServers": {
"banksync": {
"command": "npx",
"args": ["-y", "@banksync/mcp"],
"env": {
"BANKSYNC_API_KEY": "your-key"
}
}
}
}
```
> Setup guides for all clients: [banksync.io/developers/mcp-setup](https://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)**
| 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, ...)
โ Streamable HTTP
mcp.banksync.io (Cloudflare Workers)
โ Bank APIs
Plaid (US/UK/CA) ยท Basiq (AU/NZ)
โ Sync
Notion ยท Google Sheets ยท Airtable
```
See [docs/ARCHITECTURE.md](docs/ARCHITECTURE.md) for details.
## Typical Workflow
```
1. list_workspaces โ find your workspace
2. list_banks โ see connected banks
3. list_accounts โ discover accounts
4. get_transactions โ fetch financial data
5. list_integrations โ find your Notion/Sheets connection
6. get_data_type_schema โ discover available field mappings
7. create_feed โ set up an automated pipeline
8. trigger_sync โ run it
```
## Data Sources
| Provider | Coverage | Data Types |
|----------|----------|------------|
| **Plaid** | US, UK, Canada โ 12,000+ institutions | Transactions, balances, investments, loans |
| **Basiq** | Australia, New Zealand โ 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 โ keys scoped per workspace
- All data encrypted in transit (TLS)
- Role-based permissions (owner/admin/editor/viewer)
- BankSync never stores banking credentials โ delegated to Plaid/Basiq
- Stateless MCP transport โ no session data persisted
See [SECURITY.md](SECURITY.md) for our security policy and vulnerability reporting.
## Debugging
Use the [MCP Inspector](https://github.com/modelcontextprotocol/inspector) to test and debug the server:
```bash
BANKSYNC_API_KEY=your-key npx @modelcontextprotocol/inspector npx -y @banksync/mcp
```
Or connect the inspector directly to the remote server:
```bash
npx @modelcontextprotocol/inspector --url https://mcp.banksync.io --header "X-API-Key: your-key"
```
## Documentation
| Doc | Description |
|-----|-------------|
| **[docs/TOOLS.md](docs/TOOLS.md)** | Complete tools reference with parameters and examples |
| **[docs/ARCHITECTURE.md](docs/ARCHITECTURE.md)** | Architecture, transport, and deployment details |
| **[docs/AGENTS.md](docs/AGENTS.md)** | Guide for AI agents: best practices, prompt patterns, workflows |
| **[CLAUDE.md](CLAUDE.md)** | Context for AI coding assistants working on this repo |
| **[SECURITY.md](SECURITY.md)** | Security policy and vulnerability reporting |
| **[banksync.io/developers](https://banksync.io/developers)** | Full API documentation |
| **[banksync.io/developers/mcp-setup](https://banksync.io/developers/mcp-setup)** | Per-client setup guides |
## Privacy Policy
BankSync's privacy policy is available at [banksync.io/privacy](https://banksync.io/privacy). BankSync never stores banking credentials โ authentication is delegated to Plaid and Basiq. API keys are scoped per workspace and all data is encrypted in transit.
## License
MIT โ see [LICENSE](LICENSE).