Wells Fargo
Brokerage
AI assistants
MCP (Model Context Protocol)
Connect Wells Fargo to AI assistants
Connect to Synci's MCP server so AI assistants like Claude, ChatGPT, and Perplexity can securely read your portfolio balances and trades.
In practice
What you can ask about your Wells Fargo account.
Questions that reach past one account, one statement period, or the merchant names your bank sends.
AI assistantSynci connectedExample data€1,784 on eleven recurring charges last year. Four raised their price during the year, adding €94 over twelve months.
Subscriptions, last year
€1,78411 merchants, 4 price rises
- Mobile & broadband€52.00€56.00
- Streaming€38.00€44.00
- Gym€36.00€39.00
- Cloud storage€11.49€12.99
Merchant identification is what groups a year of charges together
Setup
How it works
Connect securely
Log in through Wells Fargo's own authentication flow. Synci never sees or stores your credentials.
Pick accounts
Choose which Wells Fargo accounts your assistant is allowed to read. Everything else stays invisible to it.
Add the MCP server
Add Synci's MCP server URL as a connector in Claude, ChatGPT, Perplexity, or Grok, then sign in. Setup differs per client, so each has its own page with exact steps.
Ask anything
Your assistant reads the latest synced balances, holdings and trades from the Wells Fargo accounts you picked, and answers in plain language.
Features
Everything, end to end.
From
Wells Fargo
- Secure read-only connection with automatic portfolio syncing
- Account balances, holdings, and positions
- Trade history, dividends, and corporate actions
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
Scope
Exactly what an assistant can and cannot do with Wells Fargo.
Assistants reach your Wells Fargo account through five read-only tools, and nothing else.
- list_accounts
- get_account_balance
- list_transactions
- list_holdings
- list_connections
AI assistants can
- List the accounts you shared, across banks, brokerages and crypto exchanges
- Read recent balance snapshots, with the timestamp they were taken
- Read transactions in a date range you or it asks for
- Read investment and crypto holdings: symbol, quantity, market value
- Check the health of your connections, so it can tell you when data is stale
AI assistants cannot
- Move money, make payments, or place trades
- Change anything at all: the server is read-only and has no write operations
- See accounts you did not share, or reach your bank directly
- See your bank login, which never leaves your bank's own flow
- See sensitive identifiers: IBAN, BBAN, card numbers, phone numbers and owner names are omitted
Enrichment is opt-in and separate from this: when you turn it on, only pseudonymised transaction data reaches our enrichment provider, and it is never used to train models or shared with unrelated third parties. See our privacy policy for the detail.
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Pricing
Pay per connection.
Pick the plan that matches how often you want fresh data and how far back you need to look. All plans include a 14-day free trial.
Basic
Our entry pay-per-connection plan. Perfect for people with simple needs.
connections
€2.00/month
€23.99 billed yearly
14 days free, cancel anytime.
Includes:
- Unlimited accounts
- Unlimited destinations
- 2 rules per connection
- Bank sync every 6 hours
- 60-day data retention
- Not included:Priority support
AI assistants:
- 60 days of history for your AI assistant
- Not included:Merchant identification
- Not included:Transaction categorization
Pro
Depth for your AI assistants and budgeting tools: enrichment, up to two years of history & fast sync.
connections
€4.33/month
€51.99 billed yearly
14 days free, cancel anytime.
Includes:
- Unlimited accounts
- Unlimited destinations
- Unlimited rules
- Bank sync every 2 hours
- 730-day data retention
- Priority support
AI assistants:
- Up to 2 years of history for your AI assistant
- Merchant identification
- Transaction categorization
Business
Unlimited pay-as-you-go plan tailored to developers and businesses.
connections
Usage-based pricing
Bespoke agreement.
Includes:
- Unlimited accounts
- Unlimited destinations
- Unlimited rules
- Bank sync every 2 hours
- 730-day data retention
- Priority support
AI assistants:
- Up to 2 years of history for your AI assistant
- Merchant identification
- Transaction categorization
FAQ
Common questions
Yes, once you connect Wells Fargo to Synci and choose which accounts to share. You add Synci's MCP server as a connector in your assistant, and it can then read balances, holdings and trade history from those accounts. The assistant never reaches Wells Fargo itself; it only sees what Synci has already synced.
No, and it has no way to. Synci's MCP server exposes five read-only tools and no write operations at all, so there is nothing for an assistant to call that would buy, sell, transfer or withdraw. Connecting Wells Fargo to an assistant cannot move a single share.
The accounts you shared, recent balance snapshots with the time they were taken, your holdings as symbol, quantity and market value, trade history in a date range, and whether the connection has gone stale. It cannot see accounts you did not share, and sensitive identifiers are stripped before anything reaches it.
Assistants read your latest synced data on demand rather than being sent updates. Synci polls Wells Fargo every hour to every 6 hours depending on your plan, so positions and balances reflect the most recent sync rather than a live quote at the moment you ask.
ChatGPT, Claude, Perplexity, Grok, and any other MCP-compatible client. You add Synci's MCP server URL as a connector and sign in, with no API keys to manage. Each assistant has its own page here with step-by-step setup for that client.
Yes, at any time. You choose which Wells Fargo accounts each assistant can see, you can change that selection later, and you can disconnect an assistant from Synci entirely without touching the brokerage connection itself.
No. Authentication happens in Wells Fargo's own login flow through a secure data provider, so your credentials are never shared with Synci, and never with your assistant.
Synci currently connects to Wells Fargo through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage; your login credentials stay between you and Wells Fargo, and your assistant sees neither.
By assistant
Pick the assistant you actually use.
The Wells Fargo connection is the same in every one of them. Only the setup differs, and each has its own page with exact steps.
Bank data in ChatGPT
Synci is published in ChatGPT's directory, so setup takes a minute: search for Synci, click Install, then sign in. ChatGPT can then pull your real balances, transactions, and holdings into a conversation.
Bank data in Claude
Add Synci's MCP server URL as a custom connector in Claude and sign in with your Synci account. Claude can then read the accounts you allow and work through up to two years of transactions, where your bank provides it: year-over-year comparisons, net worth across institutions, or where a category quietly grew.
Bank data in Perplexity
Perplexity supports MCP connectors too: add Synci's MCP server, sign in, and ask about your balances, transactions, and holdings alongside Perplexity's web research, all read-only and limited to the accounts you pick.
Bank data in Grok
Go to grok.com/connectors, choose New Connector and then Custom, and enter Synci's MCP server URL. After you sign in, Grok can read the accounts you shared. On Grok Business and Enterprise a team admin provisions the connector first.
We are not affiliated with, associated with, or endorsed by OpenAI, Anthropic, Perplexity AI, or xAI. ChatGPT, Claude, Perplexity, Grok, and any related names and marks are trademarks of their respective owners.