BankSync

io.banksyncPublished by banksync.ioOfficial publisherv1.0.2Updated Oct 25, 2026

Connect AI agents to bank accounts, transactions, balances, and investments.

VerifiedStreamable HTTPWeb executableProductivity & WorkflowFinance

Overview

AI-generated overview

BankSync connects AI assistants to real bank accounts, letting them read transactions, balances, investments and loans and sync that data to Notion, Sheets or A

What you can do
Discover data type schemas and available feed source types, and list workspaces and connected integrations (including deleting an integration). Connect, list and remove bank links and banks. Read accounts, transactions, balances, holdings, trades and loan details from linked institutions. Create, update, validate and delete automated data feeds, and list, trigger or cancel sync jobs. Sync financial data to Notion, Google Sheets and Airtable.
When to use it
Useful when you want an assistant to answer questions about your own finances — spending, total balances, portfolio performance, loan balances — or to set up recurring syncs of bank transactions into Notion, Google Sheets or Airtable.
Requirements
A BankSync account and API key from the developer site, supplied as the BANKSYNC_API_KEY environment variable or an X-API-Key header. Either the remote endpoint over Streamable HTTP or the local npm/PyPI package (Node.js or Python) that bridges stdio to the remote server. Network access to the BankSync endpoint.
Before you install
The server has read-write access to financial data: it can create and delete bank links, integrations and feeds, and trigger or cancel sync jobs. The API key is scoped per workspace and grants access to that workspace's bank data, so keep it secret. Bank data is routed through third-party aggregators (Plaid, Basiq) and synced to destinations such as Notion, Google Sheets and Airtable.

Installation

In SourceWeft

  1. Open BankSync in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.banksync%2Fmcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "banksync": {
      "type": "http",
      "url": "https://mcp.banksync.io/"
    }
  }
}

README

BankSync MCP Server

[npm version] [PyPI version] [License: MIT] [smithery badge] [Install with NPX in VS Code]

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.ioTransport: Streamable HTTPHeader:    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.jspip 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

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

CategoryToolsWhat They Do
Discoveryget_data_type_schema, list_feed_sourcesDiscover available fields and feed source types
Workspacelist_workspaces, get_workspace, list_integrations, delete_integrationManage workspaces and connected destinations
Bankslist_banks, get_bank, create_bank_link, connect_bank, delete_bankConnect and manage bank connections
Accountslist_accounts, get_accountFetch live account data from institutions
Financial Dataget_transactions, get_balance, get_holdings, get_trades, get_loanQuery transactions, balances, investments, loans
Feedslist_feeds, get_feed, create_feed, update_feed, validate_feed, delete_feedBuild automated data pipelines
Jobslist_jobs, get_job, trigger_sync, cancel_jobRun and monitor sync jobs

How It Works

AI Agent (Claude, ChatGPT, Cursor, ...)    ↓ Streamable HTTPmcp.banksync.io (Cloudflare Workers)    ↓ Bank APIsPlaid (US/UK/CA) · Basiq (AU/NZ)    ↓ SyncNotion · Google Sheets · Airtable

See docs/ARCHITECTURE.md for details.

Typical Workflow

1. list_workspaces          → find your workspace2. list_banks               → see connected banks3. list_accounts            → discover accounts4. get_transactions         → fetch financial data5. list_integrations        → find your Notion/Sheets connection6. get_data_type_schema     → discover available field mappings7. create_feed              → set up an automated pipeline8. trigger_sync             → run it

Data Sources

ProviderCoverageData Types
PlaidUS, UK, Canada — 12,000+ institutionsTransactions, balances, investments, loans
BasiqAustralia, New Zealand — 3,000+ institutionsTransactions, balances
Email extractionGlobalAI-extracted structured data from forwarded emails
File uploadGlobalAI-extracted data from PDFs, images, documents

Sync Destinations

DestinationCapabilities
NotionSync to Notion databases
Google SheetsSync to spreadsheets (row or column direction)
AirtableSync 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:

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

DocDescription
docs/TOOLS.mdComplete tools reference with parameters and examples
docs/ARCHITECTURE.mdArchitecture, transport, and deployment details
docs/AGENTS.mdGuide for AI agents: best practices, prompt patterns, workflows
CLAUDE.mdContext for AI coding assistants working on this repo
SECURITY.mdSecurity policy and vulnerability reporting
banksync.io/developersFull API documentation
banksync.io/developers/mcp-setupPer-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.

Source: README.md at commit b32b703

Tools

0
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Version history

1
  1. v1.0.2LatestSep 16, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

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  • Tools listed15 pts

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  • DescriptionRequired15 pts
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