Connect Caxton 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
Caxton
- Secure bank connection with automatic transaction syncing
- Supports pending transactions
- Supports 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 Caxton's own PSD2 flow. Synci never sees or stores your credentials.
Step 02
Pick accounts
Choose which Caxton accounts you want to sync.
Step 03
Link to AI assistants
Step 04
Sync automatically
Transactions and balances flow from Caxton to AI assistants from that point on.
FAQ
Frequently asked questions
- How often does Caxton sync to AI assistants?
- Synci polls Caxton 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 Caxton support pending transactions?
- Yes — Caxton 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 Caxton credit card accounts supported?
- Yes — Caxton credit card accounts can be connected and synced to AI assistants alongside your regular accounts.
- Is my Caxton login shared with Synci?
- No. Synci connects to Caxton through regulated PSD2 APIs, which means authentication happens on Caxton's own login flow. Your bank login credentials are never shared with or stored by Synci.
- Which provider does Synci use to connect to Caxton?
- Synci currently connects to Caxton through GoCardless, a regulated PSD2 data provider. Providers handle the technical connection to the bank — your login credentials stay between you and Caxton.