Your bank
2,900+ supported
Perplexity
AI assistant
Connect Perplexity to your bank data
Add Synci as an MCP connector in Perplexity and put your own numbers beside the research it already does on the open web. It can read your accounts; it can never place a trade or move money.
In practice
What you can ask Perplexity.
Questions that reach past one account, one statement period, or the merchant names your bank sends.
PerplexitySynci connectedExample dataYou pay €189 a month across the two. The cheapest tariffs advertised in your market right now would bring that to €143, saving about €46 a month.
Electricity and broadband
€189.00about €46/mo available
- Electricity€131.00€104.00
- Broadband€58.00€39.00
- Combined€189.00€143.00
Reads your real direct debits, then researches current offers
Why Synci
Does Perplexity work with bank data?
It does once you add a connector. Perplexity supports MCP, so you link your bank to Synci through its own regulated open-banking login, add https://api.synci.io/mcp as a connector, and sign in. Perplexity then reads the accounts you shared, read-only.
Perplexity was built to research the open web. Connecting your accounts lets it hold both sides of a question at once: what you are actually paying, and what everyone else is charging.
Features
Perplexity
- Added as an MCP connector in Perplexity, then a standard sign-in
- Your own numbers alongside Perplexity's live web research, in one answer
- Reads the accounts you share: transactions, balances and positions
- Covers brokerages and crypto exchanges alongside your current accounts
- Read-only by design: Perplexity cannot move money or change anything
- Disconnect or narrow its access from your Synci account at any time
Scope
Exactly what Perplexity can and cannot do.
Perplexity reaches your accounts through five read-only tools.
- list_accounts
- get_account_balance
- list_transactions
- list_holdings
- list_connections
Perplexity 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
Perplexity 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.
Setup
Setting up Perplexity
Connect your bank
Log in through your bank's own PSD2 flow. Synci never sees or stores your credentials.
Choose what Perplexity sees
Share only the accounts you want in scope. Anything you hold back stays invisible.
Add the MCP connector
In Perplexity's connector settings, add Synci's MCP server at https://api.synci.io/mcp and sign in.
Ask across both sides
Combine your own figures with what Perplexity finds on the web: your tariff against current tariffs, your holdings against this week's news.
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. Perplexity supports MCP connectors: add Synci's MCP server at https://api.synci.io/mcp, sign in, and ask about your balances, transactions and holdings alongside its web research. Read-only, and limited to the accounts you pick.
Connect your bank to Synci first and choose which accounts to share. Then, in Perplexity's connector settings, add https://api.synci.io/mcp and sign in. No API key needed.
Yes, and that is the reason to connect it. It can read what you actually pay for something and research what it costs elsewhere, in one answer.
No. Perplexity reads your data to answer you; it is not sent to a search index or made public. What it does with a conversation is governed by its own terms, so share only the accounts you are comfortable putting in scope.
Your account list, recent balance snapshots, transactions in a date range, holdings, and the health of each connection. Nothing else. Account numbers, IBANs, card numbers and owner names are omitted.
60 days on Basic, and up to 2 years on Pro where your bank provides it. Some PSD2 banks return roughly 90 days, others up to 24 months.
Yes. Remove the connector in Perplexity, or revoke access from your Synci account to cut it off immediately. Unsharing individual accounts is the middle option.
Other assistants
Not using Perplexity?
The same connection works in every MCP-compatible assistant. Only the setup differs.
We are not affiliated with, associated with, or endorsed by Perplexity AI. Perplexity, and related names and marks, are trademarks of Perplexity AI. The official Perplexity website can be found at https://www.perplexity.ai.
