Connect Your AI Agent

Step-by-step guides for connecting BankSync to your preferred AI client. Choose your platform below to get started.

A BankSync account with at least one connected bank
An API key with all permission scopes (created from Workspace menu → Developers)

AI Assistants & Chat

Connect via the Claude Code CLI with a single command.

Add BankSync to Claude Desktop via the mcp-remote bridge.

Connect ChatGPT Desktop using the OAuth connector flow.

Add BankSync as an MCP server in Cursor's project or global config.

Configure BankSync in the Windsurf Cascade MCP settings.

Use BankSync with GitHub Copilot in VS Code via MCP.

Connect BankSync as a custom MCP server in Notion's AI agents.

Add BankSync to Warp's MCP agent configuration.

Build a custom MCP client with the official TypeScript SDK.

Build a custom MCP client with the official Python SDK.