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Connect Chase to AI assistants

Connect Synci's MCP server so AI assistants like Claude, ChatGPT, and Perplexity can securely read your portfolio balances and trades.

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Secure read-only connectionSimple per-connection pricing

Features

From

Chase

  • Secure read-only connection with automatic portfolio syncing
  • Account balances, holdings, and positions
  • Trade history, dividends, and corporate actions

To

AI assistants

  • Connect Claude, ChatGPT, Perplexity, or any MCP-compatible assistant
  • Ask about your spending, balances, holdings, and connections in natural language
  • Read-only by design, assistants can never move money or change anything
  • You choose exactly which accounts each assistant can access
  • Sensitive identifiers like account numbers and IBANs are always stripped
  • Connect with a standard sign-in, no API keys, and disconnect anytime

Setup

How it works

Step 01

Connect securely

Log in through Chase's own authentication flow. Synci never sees or stores your credentials.

Step 02

Pick accounts

Choose which Chase accounts you want to sync.

Step 03

Link to AI assistants

Step 04

Sync automatically

Balances, holdings, and trades flow from Chase to AI assistants from that point on.

Get started

FAQ

Frequently asked questions

How often does Chase sync to AI assistants?
Synci polls Chase for new data every 30 to 360 minutes, depending on your plan. When new balances, holdings, or trades are found, they are transferred to AI assistants within seconds.
What gets synced from Chase to AI assistants?
Account balances, holdings, and historical trades — including dividends and corporate actions where available. You control which Chase accounts sync, and rules can transform data before it reaches AI assistants.
Is my Chase login shared with Synci?
No. Synci connects to Chase through a secure data provider, which means authentication happens on Chase's own login flow. Your login credentials are never shared with or stored by Synci.
Which provider does Synci use to connect to Chase?
Synci currently connects to Chase through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage — your login credentials stay between you and Chase.