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