AI assistants
Give AI assistants like Claude, ChatGPT, and Perplexity read-only access to your bank & financial data through Synci's MCP server.
Regulated Open BankingSimple per-connection pricing
Features
- 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
Browse
Find your institution
Setup
How it works
Step 01
Connect securely
Log in through your bank's own PSD2 flow. Synci never sees or stores your credentials.
Step 02
Pick accounts
Choose which bank accounts your AI assistant is allowed to read.
Step 03
Add the MCP server
Add Synci's MCP server URL as a custom connector in Claude, ChatGPT, Perplexity, or another MCP client, then sign in.
Step 04
Ask anything
Your assistant reads live balances and transactions from the accounts you picked and answers your questions in natural language.
FAQ
Frequently asked questions
- How current is the data my AI assistant sees?
- Assistants read your latest synced data on demand. Synci refreshes from your bank every 30 to 360 minutes depending on your plan, so answers reflect recent activity.
- What can AI assistants access through the MCP server?
- Read-only access to accounts, balances, transactions, and holdings for the accounts you pick. Assistants can never move money or change anything, and sensitive identifiers like account numbers and IBANs are stripped.
- Which AI assistants are supported?
- Claude, ChatGPT, Perplexity, and any MCP-compatible client. You add Synci's MCP server URL as a connector and sign in, with no API keys to manage.
- Can I revoke an assistant's access?
- Yes. You choose exactly which accounts each assistant can see, and you can disconnect any assistant from Synci at any time.
- Is my bank login shared with Synci or my AI assistant?
- No. Synci connects to your bank through regulated Open Banking APIs, and authentication happens in your bank's own login flow. Your credentials are never shared with Synci or your AI assistant.