BankSync MCP server — connect AI agents to bank accounts, transactions, balances, and investment data
Setup
Choose your client, copy the config, then fill in any required environment variables.
Local
claude mcp add banksync --env BANKSYNC_API_KEY='<BANKSYNC_API_KEY>' -- npx -y @banksync/mcp~/.codex/config.toml
[mcp_servers.banksync]
command = "npx"
args = ["-y", "@banksync/mcp"]
env = { BANKSYNC_API_KEY = "<BANKSYNC_API_KEY>" }
# codex mcp add banksync --env BANKSYNC_API_KEY='<BANKSYNC_API_KEY>' -- npx -y @banksync/mcp~/.cursor/mcp.json
{
"mcpServers": {
"banksync": {
"command": "npx",
"args": [
"-y",
"@banksync/mcp"
],
"env": {
"BANKSYNC_API_KEY": "<BANKSYNC_API_KEY>"
}
}
}
}.vscode/mcp.json
{
"servers": {
"banksync": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"@banksync/mcp"
],
"env": {
"BANKSYNC_API_KEY": "<BANKSYNC_API_KEY>"
}
}
}
}~/.gemini/settings.json
{
"mcpServers": {
"banksync": {
"command": "npx",
"args": [
"-y",
"@banksync/mcp"
],
"env": {
"BANKSYNC_API_KEY": "<BANKSYNC_API_KEY>"
}
}
}
}claude_desktop_config.json
{
"mcpServers": {
"banksync": {
"command": "npx",
"args": [
"-y",
"@banksync/mcp"
],
"env": {
"BANKSYNC_API_KEY": "<BANKSYNC_API_KEY>"
}
}
}
}.trae/mcp.json
{
"mcpServers": {
"banksync": {
"command": "npx",
"args": [
"-y",
"@banksync/mcp"
],
"env": {
"BANKSYNC_API_KEY": "<BANKSYNC_API_KEY>"
}
}
}
}Remote
claude mcp add --transport http banksync https://mcp.banksync.io~/.codex/config.toml
[mcp_servers.banksync]
url = "https://mcp.banksync.io"
# codex mcp add banksync --url https://mcp.banksync.io~/.cursor/mcp.json
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io"
}
}
}.vscode/mcp.json
{
"servers": {
"banksync": {
"type": "http",
"url": "https://mcp.banksync.io"
}
}
}~/.gemini/settings.json
{
"mcpServers": {
"banksync": {
"httpUrl": "https://mcp.banksync.io"
}
}
}claude_desktop_config.json · Customize › Connectors › Add custom connector
{
"mcpServers": {
"banksync": {
"command": "npx",
"args": [
"-y",
"mcp-remote",
"https://mcp.banksync.io"
]
}
}
}.trae/mcp.json
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io"
}
}
}Environment variables
BANKSYNC_API_KEY
Replace the placeholders with your own credentials and keep them out of version control.