BankSync

io.banksync由 banksync.io 发布官方发布者v1.0.2更新于 Oct 25, 2026

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

已验证Streamable HTTP可网页运行效率与工作流金融

概览

AI 生成的概览

BankSync 让 AI 助手连接真实银行账户，读取交易、余额、投资和贷款，并把数据同步到 Notion、Google Sheets 或 Airtable。

可以做什么
查询数据类型结构和可用的数据源类型，列出工作区与已连接的集成（包括删除集成）。连接、列出和移除银行链接与银行。读取已连接机构的账户、交易、余额、持仓、交易记录和贷款信息。创建、更新、校验和删除自动化数据流，并列出、触发或取消同步任务。把财务数据同步到 Notion、Google Sheets 和 Airtable。
适用场景
适合让助手回答关于自己财务的问题，例如支出、各账户总余额、投资组合表现和贷款余额；也适合把银行交易定期同步到 Notion、Google Sheets 或 Airtable。
运行要求
需要 BankSync 账户和开发者网站提供的 API 密钥，通过 BANKSYNC_API_KEY 环境变量或 X-API-Key 请求头提供。可使用 Streamable HTTP 远程端点，或使用本地 npm/PyPI 包（Node.js 或 Python）把 stdio 桥接到远程服务器。需要能访问 BankSync 端点的网络。
安装前请注意
该服务器对财务数据有读写权限：可以创建和删除银行链接、集成和数据流，并触发或取消同步任务。API 密钥按工作区划分，可访问该工作区的银行数据，须妥善保密。银行数据会经由第三方聚合服务（Plaid、Basiq）处理，并同步到 Notion、Google Sheets、Airtable 等目标。

安装

在 SourceWeft 中

  1. 打开 控制台中的 BankSync，将其添加到工作区。
  2. 连接 所需的 凭据。它们会被私密存储，绝不会在公开页面上展示。
  3. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/io.banksync%2Fmcp/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。

{
  "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.

来源：README.md，提交 b32b703

工具

0
该服务器需要登录，因此 SourceWeft 无法在没有账号的情况下读取其工具，也未收录。已连接账号所能看到的内容可能因账号及其权限而异。

版本历史

1
  1. v1.0.2最新Sep 16, 2026

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