banksync-mcp 1.0.0

BankSync MCP server — connect AI agents to bank accounts, transactions, balances, and investment data

banksync-mcp

Connect AI agents to real bank accounts — transactions, balances, investments, and loans — across 15,000+ financial institutions.

banksync-mcp is a Model Context Protocol server with 28 tools that gives Claude, ChatGPT, Cursor, VS Code, and other AI agents secure access to your financial data. Sync to Notion, Google Sheets, and Airtable — all through conversation.

Installation

pip install banksync-mcp

Or with uv:

uv pip install banksync-mcp

Requires Python 3.10+ and a BANKSYNC_API_KEY environment variable. Get your API key at banksync.io/developers.

Quick Start

export BANKSYNC_API_KEY=your-key
banksync-mcp

Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "banksync": {
      "command": "banksync-mcp",
      "env": {
        "BANKSYNC_API_KEY": "your-key"
      }
    }
  }
}

Claude Code

claude mcp add banksync -e BANKSYNC_API_KEY=your-key -- banksync-mcp

Cursor / VS Code / Windsurf

{
  "mcpServers": {
    "banksync": {
      "command": "banksync-mcp",
      "env": {
        "BANKSYNC_API_KEY": "your-key"
      }
    }
  }
}

For clients that support remote MCP servers, you can connect directly to https://mcp.banksync.io with an X-API-Key header instead. See setup guides.

Usage

Ask your AI agent:

• "What were my biggest expenses last month?"
• "How much do I have across all my accounts?"
• "Sync my transactions to Notion every week"
• "Show my investment portfolio performance"
• "What's my outstanding loan balance?"

Tools

28 tools across 7 categories:

Category	Tools
Discovery	get_data_type_schema, list_feed_sources
Workspace	list_workspaces, get_workspace, list_integrations, delete_integration
Banks	list_banks, get_bank, create_bank_link, connect_bank, delete_bank
Accounts	list_accounts, get_account
Financial Data	get_transactions, get_balance, get_holdings, get_trades, get_loan
Feeds	list_feeds, get_feed, create_feed, update_feed, validate_feed, delete_feed
Jobs	list_jobs, get_job, trigger_sync, cancel_job

Full reference: Tools Documentation

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 data from forwarded emails
File upload	Global	AI-extracted data from PDFs, images, documents

Sync Destinations

Notion, Google Sheets, and Airtable — with automated scheduling (daily, weekly, monthly).

How It Works

This package is a thin stdio-to-HTTP bridge. It validates your API key and forwards MCP messages to https://mcp.banksync.io using the mcp SDK's async streamable HTTP transport. No financial data is stored locally.

Security

• API key authentication scoped per workspace
• All data encrypted in transit (TLS)
• Role-based permissions (owner/admin/editor/viewer)
• Banking credentials delegated to Plaid/Basiq — never stored by BankSync
• Stateless MCP transport — no session data persisted

Documentation

• Setup Guides — Per-client installation
• Tools Reference — All 28 tools with parameters
• Architecture — Transport and deployment details
• Agent Guide — Best practices for AI agent integration
• API Documentation — Full developer docs

License

MIT — see LICENSE.