BankSync

Name: BankSync
Author: banksync

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

От сообществаРаботаетНужен API-ключГлобальныйБесплатноТолько чтение

Что умеет

Get Data Type Schema: Get the available source fields for a given data type — use this before building fieldMappings in create_feed or update_feed. Returns each field's key (use as sourceField), name,
List Feed Sources: List all supported feed source types and the data types each source can produce. Use this to discover valid source × dataType combinations before calling create_feed. Also describes
List Workspaces: List all workspaces the authenticated user belongs to. Returns workspaceId, name, and role for each — workspaceId is required by all other tools.

Какие данные видит

Нужен ли аккаунт

Нужен API-ключ из настроек сервиса

Connect AI agents to real bank accounts — transactions, balances, investments, and loans across 15,000+ institutions. Sync to Notion, Google Sheets, and Airtable.

Список инструментов сервера (28)

Технические названия из tools/list. Нужны только разработчикам.

get_data_type_schema	Get the available source fields for a given data type — use this before building fieldMappings in create_feed or update_feed. Returns each field's key (use as sourceField), name, type, description, and whether it is required. Required fields must be mapped before a sync will complete successfully. For extractor/upload feeds, fields are user-defined in extractionConfig — this tool only covers bank sync (sync source) data types.
list_feed_sources	List all supported feed source types and the data types each source can produce. Use this to discover valid source × dataType combinations before calling create_feed. Also describes what each source type does and what configuration it needs.
list_workspaces	List all workspaces the authenticated user belongs to. Returns workspaceId, name, and role for each — workspaceId is required by all other tools.
get_workspace	Get name, subscription plan, and settings for a workspace. Returns 403 if the user is not a member — use list_workspaces to find valid workspaceIds.
list_integrations	List connected destination integrations (Notion, Google Sheets, Airtable) for a workspace. Returns integrationId needed when configuring a feed destination.
delete_integration	Remove a destination integration (Notion, Airtable, Google Sheets) from the workspace. Any feeds using this integration as their destination will fail to sync after removal. To add a new integration, use the BankSync app to complete the OAuth authorization flow.
list_banks	List all connected bank/institution connections for a workspace. Returns bankId needed for list_accounts, get_transactions, and other data tools.
get_bank	Get a bank connection and its live accounts fetched directly from the institution. Returns bankId, institution name, and accounts with accountId and accountType.
create_bank_link	Initiate a new bank connection. Returns a link token and hosted authorization URL. For Plaid: open authUrl in a browser — the user authenticates with their bank and Plaid returns a public_token. Then call connect_bank with the public_token to complete the connection. For Basiq: open authUrl and follow the authorization flow — the connection becomes active automatically.
connect_bank	Complete a Plaid bank connection by exchanging the public_token received from Plaid Link. Call create_bank_link first to get the authorization URL, have the user complete the Plaid flow, then pass the returned public_token here to create the bank connection in the workspace.
delete_bank	Remove a bank connection from the workspace. The bank will no longer sync data and existing feeds referencing it will fail until updated.
list_accounts	Fetch live accounts for a bank connection directly from the institution — not cached. Returns accountId, accountType (checking/savings/investment/loan), balance, and currency. Use accountId with get_transactions, get_balance, etc.
get_account	Fetch a single account's current details directly from the institution. Returns accountType, balance, currency, and institution name. Use list_accounts to discover valid accountIds.
get_transactions	Fetch bank transactions for an account. For Plaid banks: omit from/to and pass cursor for efficient incremental sync — returns added/modified/removed arrays plus nextCursor. For Basiq banks: use from/to date range. Returns up to 500 transactions per call.
get_balance	Fetch the current live balance for an account directly from the institution — not cached. Returns current balance, available balance, and credit limit where applicable.
get_holdings	Get current investment holdings (positions, quantities, market values) for an investment account. Only valid for accounts with accountType="investment" — use list_accounts to check.
get_trades	Get investment transactions (buys, sells, dividends) for an investment account over a date range. Only valid for accounts with accountType="investment" — use list_accounts to check.
get_loan	Get loan details (outstanding balance, interest rate, next payment) for a loan or liability account (mortgage, personal loan, credit card). Use list_accounts to find accounts with accountType="loan" or "credit".
list_feeds	List all data pipeline feeds in a workspace. Returns feedId, name, source, dataType, and status. Use feedId with trigger_sync, list_jobs, and get_job.
get_feed	Get the full configuration and status of a specific feed pipeline, including sourceConfig, destinationConfig, fieldMappings, and schedule. Use list_feeds to find valid feedIds.
create_feed	Create a new data pipeline feed. source must be one of: sync, extractor, upload. dataType must be one of: transactions, balances, trades, holdings, loans, receipts, invoices, documents. Typical workflow: 1. list_banks → find bankId and accountId values 2. list_integrations → find integrationId for destination 3. get_data_type_schema(dataType) → discover available sourceField keys for fieldMappings 4. create_feed → create with sourceConfig + destinationConfig + fieldMappings 5. trigger_sync → run the feed sourceConfig.type must match source. destinationConfig and fieldMappings are optional on creation but required before triggering a sync. Returns the full feed document including generated feedId.
update_feed	Update a feed's name, configuration, or schedule. Pass only the fields to change — this is a partial update. source and dataType cannot be changed after creation. Use get_feed to see current values. Use get_data_type_schema to check valid sourceField keys before updating fieldMappings.
validate_feed	Pre-flight validate a feed configuration without creating it. Returns errors (would block creation) and warnings (should be resolved before syncing). Use this before create_feed to catch mistakes early — especially useful when building field mappings. For updates, pass feedId to validate against the existing feed's source/dataType context.
delete_feed	Permanently delete a feed and all its sync job history. This cannot be undone. Use cancel_job first if a sync is currently running.
list_jobs	List sync job history for a feed, newest first. Use the status filter to check for running jobs before triggering a new sync — only one job can run at a time per feed.
get_job	Get current status and progress of a specific sync job. Poll this after trigger_sync to track completion. Status will be: queued → in_progress → completed (or failed/cancelled).
trigger_sync	Queue a new sync job for a feed and return the full job object. Use get_job with the returned jobId to poll for progress. Check list_jobs first — only one job can be queued or running per feed at a time.
cancel_job	Cancel a queued or in_progress sync job. Returns the updated job with status="cancelled". Has no effect on completed or failed jobs — check status with get_job first.