[{"_1":2,"_3":-5,"_4":-5},"loaderData",{"_5":6,"_7":8,"_9":10},"actionData","errors","root",{"_104":105},"routes/modules.$creator.$moduleId",{"_14":15,"_16":17,"_18":19,"_20":21},"routes/modules.$creator.$moduleId.endpoints",{"_11":12,"_13":-5},"error","Module '@banksynchq/banksync-mcp' is not configured","tools","module",{"_20":22,"_23":24,"_25":26,"_27":28,"_29":30,"_31":32,"_33":26,"_34":-5,"_35":36,"_37":-5,"_38":-5,"_39":40,"_41":42,"_43":44,"_45":46,"_47":48,"_49":50,"_51":52,"_53":54,"_55":48,"_56":57,"_58":59,"_60":-5,"_61":-5,"_62":-5,"_63":-5,"_64":65,"_66":67,"_68":69,"_70":71,"_72":73,"_74":-5,"_75":-5,"_76":-5,"_77":48,"_78":-5,"_79":80,"_81":82,"_83":84,"_85":86,"_87":88,"_89":90,"_91":92},"apiUrl","https://odel.app/api","creator","banksynchq","moduleId","banksync-mcp","@banksynchq/banksync-mcp","displayName","BankSync","tagline","Connect AI agents to bank accounts, transactions, balances, and investments.","iconKey","https://avatars.githubusercontent.com/u/225640351?v=4","category","ai-agents","status","published","metaDescription","metaKeywords","deploymentType","external","workerName","bindingName","mcpConfig","{\"url\":\"https://mcp.banksync.io\",\"transport\":\"streamable-http\",\"authType\":\"none\"}","pricingModel","free","creatorUserId","system:external-import","createdAt",1781363298000,"updatedAt",1781499442000,"sourceRegistry","official-mcp-registry","sourceUrl","https://registry.modelcontextprotocol.io/v0/servers?search=io.banksync%2Fmcp","sourceVerified",false,"importedAt","upstreamStars",1,"upstreamUpdatedAt",1777585163000,"detectedTransport","detectedAuthType","probeStatus","lastProbedAt","githubRepoUrl","https://github.com/banksynchq/banksync-mcp","githubRepoFullName","banksynchq/banksync-mcp","releaseId","ext-banksynchq-banksync-mcp","version","1.0.2","descriptionMarkdown","# BankSync MCP Server\n\n[![npm version](https://img.shields.io/npm/v/@banksync/mcp)](https://www.npmjs.com/package/@banksync/mcp)\n[![PyPI version](https://img.shields.io/pypi/v/banksync-mcp)](https://pypi.org/project/banksync-mcp/)\n[![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](LICENSE)\n[![smithery badge](https://smithery.ai/badge/banksync/banksync-mcp)](https://smithery.ai/servers/banksync/banksync-mcp)\n[![Install with NPX in VS Code](https://img.shields.io/badge/VS_Code-NPX-0098FF?style=flat-square&logo=visualstudiocode&logoColor=white)](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)\n\nTalk to your bank data. Connect AI agents to real bank accounts — transactions, balances, investments, and loans — across 15,000+ financial institutions.\n\nBankSync 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.\n\n\n\n

\n Website ·\n Docs ·\n Setup Guides ·\n Quick Start ·\n Tools Reference\n

\n\n---\n\n## Quick Start\n\nGet your API key at [banksync.io/developers](https://banksync.io/developers). BankSync runs as a remote MCP server — no install required:\n\n```\nURL: https://mcp.banksync.io\nTransport: Streamable HTTP\nHeader: X-API-Key: your-key\n```\n\n## Setup\n\n

Claude Desktop

\n\nAdd to `~/Library/Application Support/Claude/claude_desktop_config.json`:\n\n```json\n{\n \"mcpServers\": {\n \"banksync\": {\n \"type\": \"http\",\n \"url\": \"https://mcp.banksync.io\",\n \"headers\": {\n \"X-API-Key\": \"your-key\"\n }\n }\n }\n}\n```\n\n

\n\n

Claude Code

\n\n```bash\nclaude mcp add --transport http banksync https://mcp.banksync.io \\\n --header \"X-API-Key: your-key\"\n```\n\n

\n\n

Cursor

\n\nAdd to `.cursor/mcp.json`:\n\n```json\n{\n \"mcpServers\": {\n \"banksync\": {\n \"url\": \"https://mcp.banksync.io\",\n \"headers\": {\n \"X-API-Key\": \"your-key\"\n }\n }\n }\n}\n```\n\n

\n\n

VS Code (Copilot)

\n\nAdd to `.vscode/mcp.json`:\n\n```json\n{\n \"servers\": {\n \"banksync\": {\n \"type\": \"http\",\n \"url\": \"https://mcp.banksync.io\",\n \"headers\": {\n \"X-API-Key\": \"your-key\"\n }\n }\n }\n}\n```\n\n

\n\n

Windsurf

\n\nAdd to `~/.codeium/windsurf/mcp_config.json`:\n\n```json\n{\n \"mcpServers\": {\n \"banksync\": {\n \"serverUrl\": \"https://mcp.banksync.io\",\n \"headers\": {\n \"X-API-Key\": \"your-key\"\n }\n }\n }\n}\n```\n\n

\n\n

npm package (stdio fallback)

\n\nFor clients that don't support remote HTTP servers, use the npm package as a local bridge:\n\n```bash\nnpx -y @banksync/mcp # Node.js\npip install banksync-mcp && banksync-mcp # Python\n```\n\nSet `BANKSYNC_API_KEY=your-key` as an environment variable. The package bridges stdio to `https://mcp.banksync.io` automatically.\n\nExample config (any stdio client):\n\n```json\n{\n \"mcpServers\": {\n \"banksync\": {\n \"command\": \"npx\",\n \"args\": [\"-y\", \"@banksync/mcp\"],\n \"env\": {\n \"BANKSYNC_API_KEY\": \"your-key\"\n }\n }\n }\n}\n```\n\n

\n\n> Setup guides for all clients: [banksync.io/developers/mcp-setup](https://banksync.io/developers/mcp-setup)\n\n## What You Can Do\n\nAsk your AI agent questions like:\n\n- *\"What were my biggest expenses last month?\"*\n- *\"How much do I have across all my accounts?\"*\n- *\"Show my investment portfolio performance\"*\n- *\"Sync my transactions to Notion every week\"*\n- *\"What's my outstanding loan balance?\"*\n\n## Tools\n\n28 tools across 7 categories. Full reference with parameters and examples: **[docs/TOOLS.md](https://github.com/banksynchq/banksync-mcp/blob/main/docs/TOOLS.md)**\n\n| Category | Tools | What They Do |\n|----------|-------|-------------|\n| **Discovery** | `get_data_type_schema`, `list_feed_sources` | Discover available fields and feed source types |\n| **Workspace** | `list_workspaces`, `get_workspace`, `list_integrations`, `delete_integration` | Manage workspaces and connected destinations |\n| **Banks** | `list_banks`, `get_bank`, `create_bank_link`, `connect_bank`, `delete_bank` | Connect and manage bank connections |\n| **Accounts** | `list_accounts`, `get_account` | Fetch live account data from institutions |\n| **Financial Data** | `get_transactions`, `get_balance`, `get_holdings`, `get_trades`, `get_loan` | Query transactions, balances, investments, loans |\n| **Feeds** | `list_feeds`, `get_feed`, `create_feed`, `update_feed`, `validate_feed`, `delete_feed` | Build automated data pipelines |\n| **Jobs** | `list_jobs`, `get_job`, `trigger_sync`, `cancel_job` | Run and monitor sync jobs |\n\n## How It Works\n\n```\nAI Agent (Claude, ChatGPT, Cursor, ...)\n ↓ Streamable HTTP\nmcp.banksync.io (Cloudflare Workers)\n ↓ Bank APIs\nPlaid (US/UK/CA) · Basiq (AU/NZ)\n ↓ Sync\nNotion · Google Sheets · Airtable\n```\n\nSee [docs/ARCHITECTURE.md](https://github.com/banksynchq/banksync-mcp/blob/main/docs/ARCHITECTURE.md) for details.\n\n## Typical Workflow\n\n```\n1. list_workspaces → find your workspace\n2. list_banks → see connected banks\n3. list_accounts → discover accounts\n4. get_transactions → fetch financial data\n5. list_integrations → find your Notion/Sheets connection\n6. get_data_type_schema → discover available field mappings\n7. create_feed → set up an automated pipeline\n8. trigger_sync → run it\n```\n\n## Data Sources\n\n| Provider | Coverage | Data Types |\n|----------|----------|------------|\n| **Plaid** | US, UK, Canada — 12,000+ institutions | Transactions, balances, investments, loans |\n| **Basiq** | Australia, New Zealand — 3,000+ institutions | Transactions, balances |\n| **Email extraction** | Global | AI-extracted structured data from forwarded emails |\n| **File upload** | Global | AI-extracted data from PDFs, images, documents |\n\n## Sync Destinations\n\n| Destination | Capabilities |\n|-------------|-------------|\n| **Notion** | Sync to Notion databases |\n| **Google Sheets** | Sync to spreadsheets (row or column direction) |\n| **Airtable** | Sync to Airtable tables |\n\n## Security\n\n- API key authentication — keys scoped per workspace\n- All data encrypted in transit (TLS)\n- Role-based permissions (owner/admin/editor/viewer)\n- BankSync never stores banking credentials — delegated to Plaid/Basiq\n- Stateless MCP transport — no session data persisted\n\nSee [SECURITY.md](https://github.com/banksynchq/banksync-mcp/blob/main/SECURITY.md) for our security policy and vulnerability reporting.\n\n## Debugging\n\nUse the [MCP Inspector](https://github.com/modelcontextprotocol/inspector) to test and debug the server:\n\n```bash\nBANKSYNC_API_KEY=your-key npx @modelcontextprotocol/inspector npx -y @banksync/mcp\n```\n\nOr connect the inspector directly to the remote server:\n\n```bash\nnpx @modelcontextprotocol/inspector --url https://mcp.banksync.io --header \"X-API-Key: your-key\"\n```\n\n## Documentation\n\n| Doc | Description |\n|-----|-------------|\n| **[docs/TOOLS.md](https://github.com/banksynchq/banksync-mcp/blob/main/docs/TOOLS.md)** | Complete tools reference with parameters and examples |\n| **[docs/ARCHITECTURE.md](https://github.com/banksynchq/banksync-mcp/blob/main/docs/ARCHITECTURE.md)** | Architecture, transport, and deployment details |\n| **[docs/AGENTS.md](https://github.com/banksynchq/banksync-mcp/blob/main/docs/AGENTS.md)** | Guide for AI agents: best practices, prompt patterns, workflows |\n| **[CLAUDE.md](https://github.com/banksynchq/banksync-mcp/blob/main/CLAUDE.md)** | Context for AI coding assistants working on this repo |\n| **[SECURITY.md](https://github.com/banksynchq/banksync-mcp/blob/main/SECURITY.md)** | Security policy and vulnerability reporting |\n| **[banksync.io/developers](https://banksync.io/developers)** | Full API documentation |\n| **[banksync.io/developers/mcp-setup](https://banksync.io/developers/mcp-setup)** | Per-client setup guides |\n\n## Privacy Policy\n\nBankSync'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.\n\n## License\n\nMIT — see [LICENSE](https://github.com/banksynchq/banksync-mcp/blob/main/LICENSE).\n","changelogMarkdown","videoKey","requiredSecretsJson","publishedAt","priceCents","trialDays",0,"categoryDisplayName","AI Agents","upstream",{"_95":96,"_97":98,"_99":100,"_101":102,"_103":-5},"requiredSecrets",[],"tags",[],"assets",[],"stats",{"_93":80,"_94":80},"ratingAvg","reviewCount","topics",[],"license","MIT","language","JavaScript","registryName","io.banksync/mcp","homepage","ENV",{"_106":107,"_108":109,"_110":111},"ENVIRONMENT","production","TURNSTILE_SITE_KEY","0x4AAAAAAB8-rEI2gNDf_QhU","SENTRY_DSN","https://45fd1229f78089d5c3ee78be128030e1@o4510583261757440.ingest.de.sentry.io/4510584253448272"]