BankSync

io.banksync由 banksync.io 發布官方發布者v1.0.2更新於 Oct 25, 2026

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

已驗證Streamable HTTP可網頁執行效率與工作流金融

概覽

AI 產生的概覽

BankSync 讓 AI 助理連接真實銀行帳戶，讀取交易、餘額、投資與貸款，並把資料同步到 Notion、Google Sheets 或 Airtable。

可以做什麼
查詢資料類型結構與可用的資料來源類型，列出工作區與已連接的整合（包含刪除整合）。連接、列出與移除銀行連結及銀行。讀取已連接機構的帳戶、交易、餘額、持倉、交易紀錄與貸款資訊。建立、更新、驗證與刪除自動化資料流，並列出、觸發或取消同步工作。把財務資料同步到 Notion、Google Sheets 與 Airtable。
適用情境
適合讓助理回答關於自身財務的問題，例如支出、各帳戶總餘額、投資組合績效與貸款餘額；也適合把銀行交易定期同步到 Notion、Google Sheets 或 Airtable。
執行需求
需要 BankSync 帳號與開發者網站提供的 API 金鑰，透過 BANKSYNC_API_KEY 環境變數或 X-API-Key 標頭提供。可使用 Streamable HTTP 遠端端點，或使用本機 npm/PyPI 套件（Node.js 或 Python）把 stdio 橋接到遠端伺服器。需要能連線到 BankSync 端點的網路。
安裝前請注意
此伺服器對財務資料有讀寫權限：可建立與刪除銀行連結、整合與資料流，並觸發或取消同步工作。API 金鑰依工作區劃分，可存取該工作區的銀行資料，須妥善保密。銀行資料會經由第三方彙整服務（Plaid、Basiq）處理，並同步到 Notion、Google Sheets、Airtable 等目的地。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 BankSync，將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存，絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.banksync%2Fmcp/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。

{
  "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.

來源：README.md，提交 b32b703

工具

0
該伺服器需要登入，因此 SourceWeft 無法在沒有帳號的情況下讀取其工具，也未收錄。已連接帳號所能看到的內容可能因帳號及其權限而異。

版本歷史

1
  1. v1.0.2最新Sep 16, 2026

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