BankSync
Connect AI agents to bank accounts, transactions, balances, and investments.
Open source Repository Open in the app JSON README (API)
About
Connect AI agents to bank accounts, transactions, balances, and investments.
Details
- Kind
- MCP servers
- Topic
- Finance & crypto
- Publisher
- io.banksync
- Origin
- official
- Category
- ferramentas
- Transport
- http
- Version
- 1.0.2
- Stars
- 2
- Last push
- 2026-04-30T21:39:23Z
- Repository state
- ativo
- Language
- JavaScript
- License
- MIT
- Added
- 2026-08-29 03:01:36
- Updated
- 2026-08-29 03:01:36
- Origin id
io.banksync/mcp
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 — transactions, balances, investments, and loans — 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 — all through conversation.
<!-- mcp-name: io.banksync/mcp -->
<p>
<a href="https://banksync.io/product/mcp">Website</a> ·
<a href="https://banksync.io/developers">Docs</a> ·
<a href="https://banksync.io/developers/mcp-setup">Setup Guides</a> ·
<a href="#quick-start">Quick Start</a> ·
<a href="docs/TOOLS.md">Tools Reference</a>
</p>
---
## Quick Start
Get your API key at [banksync.io/developers](https://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
<details>
<summary><strong>Claude Desktop</strong></summary>
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"
}
}
}
}
```
</details>
<details>
<summary><strong>Claude Code</strong></summary>
```bash
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: your-key"
```
</details>
<details>
<summary><strong>Cursor</strong></summary>
Add to `.cursor/mcp.json`:
```json
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "your-key"
}
}
}
}
```
</details>
<details>
<summary><strong>VS Code (Copilot)</strong></summary>
Add to `.vscode/mcp.json`:
```json
{
"servers": {
"banksync": {
"type": "http",
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "your-key"
}
}
}
}
```
</details>
<details>
<summary><strong>Windsurf</strong></summary>
Add to `~/.codeium/windsurf/mcp_config.json`:
```json
{
"mcpServers": {
"banksync": {
"serverUrl": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "your-key"
}
}
}
}
```
</details>
<details>
<summary><strong>npm package (stdio fallback)</strong></summary>
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"
}
}
}
}
```
</details>
> 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, ...)
↓ Streamable HTTP
mcp.banksync.io (Cloudflare Workers)
↓ Bank APIs
Plaid (US/UK/CA) · Basiq (AU/NZ)
↓ Sync
Notion · Google Sheets · Airtable
```
See [docs/ARCHITECTURE.md](docs/ARCHITECTURE.md) for details.
## Typical Workflow
```
1. list_workspaces → find your workspace
2. list_banks → see connected banks
3. list_accounts → discover accounts
4. get_transactions → fetch financial data
5. list_integrations → find your Notion/Sheets connection
6. get_data_type_schema → discover available field mappings
7. create_feed → set up an automated pipeline
8. trigger_sync → run it
```
## Data Sources
| Provider | Coverage | Data Types |
|----------|----------|------------|
| **Plaid** | US, UK, Canada — 12,000+ institutions | Transactions, balances, investments, loans |
| **Basiq** | Australia, New Zealand — 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 — 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](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 — authentication is delegated to Plaid and Basiq. API keys are scoped per workspace and all data is encrypted in transit.
## License
MIT — see [LICENSE](LICENSE).