Connect Banco de Investimento Global to 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
From
Banco de Investimento Global
- Secure bank connection with automatic transaction syncing
- Supports pending transactions
- Might not support credit card accounts
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 Banco de Investimento Global's own PSD2 flow. Synci never sees or stores your credentials.
Step 02
Pick accounts
Choose which Banco de Investimento Global accounts you want to sync.
Step 03
Link to AI assistants
Step 04
Sync automatically
Transactions and balances flow from Banco de Investimento Global to AI assistants from that point on.
FAQ
Frequently asked questions
- How often does Banco de Investimento Global sync to AI assistants?
- Synci polls Banco de Investimento Global for new data every 30 to 360 minutes, depending on your plan. Some banks may not support high-frequency sync (30 min). When new transactions or balance changes are found, they are transferred to AI assistants within seconds.
- Does Banco de Investimento Global support pending transactions?
- Yes — Banco de Investimento Global exposes pending transactions, and Synci syncs them to AI assistants. When the bank eventually books them, Synci automatically updates the same transactions in AI assistants rather than creating duplicates.
- Are Banco de Investimento Global credit card accounts supported?
- Banco de Investimento Global may not expose credit card accounts through PSD2. If yours does, you'll see them listed when you connect.
- Is my Banco de Investimento Global login shared with Synci?
- No. Synci connects to Banco de Investimento Global through regulated PSD2 APIs, which means authentication happens on Banco de Investimento Global's own login flow. Your bank login credentials are never shared with or stored by Synci.
- Which provider does Synci use to connect to Banco de Investimento Global?
- Synci currently connects to Banco de Investimento Global through GoCardless, a regulated PSD2 data provider. Providers handle the technical connection to the bank — your login credentials stay between you and Banco de Investimento Global.