Connect UBS 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
UBS
- Secure bank connection with automatic transaction syncing
- Might not support 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 UBS's own PSD2 flow. Synci never sees or stores your credentials.
Step 02
Pick accounts
Choose which UBS accounts you want to sync.
Step 03
Link to AI assistants
Step 04
Sync automatically
Transactions and balances flow from UBS to AI assistants from that point on.
FAQ
Frequently asked questions
- How often does UBS sync to AI assistants?
- Synci polls UBS 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 UBS support pending transactions?
- UBS may not expose pending transactions through PSD2. Booked transactions are always supported, and are typically available within a day of being processed by the bank.
- Are UBS credit card accounts supported?
- UBS may not expose credit card accounts through PSD2. If yours does, you'll see them listed when you connect.
- Is my UBS login shared with Synci?
- No. Synci connects to UBS through regulated PSD2 APIs, which means authentication happens on UBS's own login flow. Your bank login credentials are never shared with or stored by Synci.
- Which provider does Synci use to connect to UBS?
- Synci currently connects to UBS through GoCardless, a regulated PSD2 data provider. Providers handle the technical connection to the bank — your login credentials stay between you and UBS.