Your bank
2,900+ supported
AI assistants
MCP (Model Context Protocol)
Give AI assistants access to your financial data
Give AI assistants like Claude, ChatGPT, and Perplexity read-only access to your bank & financial data through Synci's MCP server.
In practice
What you can ask AI assistants.
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
Why Synci
Can AI assistants read your bank transactions?
Not directly: AI assistants have no safe way to log in to your bank, and pasting statements into a chat gets stale immediately. Synci acts as the connector through MCP (Model Context Protocol): you link your bank once through its own regulated open-banking login, then add Synci's MCP server to Claude, ChatGPT, Perplexity, or any MCP-compatible client.
Assistants get read-only access to exactly the accounts you choose, with sensitive identifiers stripped, and can answer questions about your spending, balances, and holdings in natural language. Find your bank in the browser below.
Features
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
By assistant
The same connection works in every MCP-compatible assistant.
Only the setup differs. Pick your assistant for step-by-step instructions, worked examples, and exactly what it can and cannot see.
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.
Setup
How it works
Connect securely
Log in through your bank's own PSD2 flow. Synci never sees or stores your credentials.
Pick accounts
Choose which bank accounts your AI assistant is allowed to read.
Add the MCP server
Add Synci's MCP server URL as a connector in your assistant, then sign in. Setup differs per client, so each assistant has its own page with exact steps.
Ask anything
Your assistant reads the latest synced balances and transactions from the accounts you picked and answers your questions in natural language.
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
Assistants read your latest synced data on demand. Synci refreshes from your bank every hour to every 6 hours depending on your plan, so answers reflect recent activity.
Read-only access to accounts, balances, transactions, and holdings for the accounts you pick. Assistants can never move money or change anything, and sensitive identifiers like account numbers and IBANs are stripped.
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.
60 days on Basic, and up to 2 years on Pro where your bank provides it. Imported history varies by bank: many PSD2 banks hand over roughly 90 days, others up to 24 months. This is what makes year-over-year comparisons possible.
Yes. Add Synci's MCP server as a custom connector in Claude and sign in. Claude gets read-only access to the accounts you choose and can answer questions about your balances, transactions, and holdings in plain language.
Synci is published in ChatGPT's plugin directory. Search for Synci under Plugins in ChatGPT and click Install, then sign in with your Synci account and pick which accounts it may read. ChatGPT can then use your real numbers in conversations, without you pasting statements.
Yes. Perplexity supports MCP connectors, so you can add Synci's MCP server, sign in, and ask about your balances, transactions, and holdings alongside Perplexity's web research.
Yes. You choose exactly which accounts each assistant can see, and you can disconnect any assistant from Synci at any time.
No. Synci connects to your bank through regulated Open Banking APIs, and authentication happens in your bank's own login flow. Your credentials are never shared with Synci or your AI assistant.
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.
