1. Guides
Synci API
  • Overview
  • Guides
    • Authentication
    • Building OAuth apps
    • Webhooks
    • Pagination, filtering, and sorting
    • Errors
    • Rate limits
    • MCP: Connect AI assistants
  • API Reference
    • Finance
      • Connections
        • List all financial connections
        • Create a new financial connection
        • Get financial connection
        • Delete financial connection
        • Disable financial connection
        • Reconfirm the consent of a financial connection
      • Accounts
        • List all financial accounts
        • Get financial account
        • Update financial account
        • Delete financial account
        • Sync financial account data
        • Reset financial account config to defaults
        • List all account balance entries
        • Get account balance entry
        • List account holdings
        • Get account holding
      • Transactions
        • List all transactions
        • Create a new transaction
        • Get transaction
        • Update transaction
        • Delete transaction
        • Bulk delete transactions
      • Institutions
        • Get supported countries
        • List all supported institutions
        • Get supported institution
    • Destinations
      • YNAB Connections
        • YNAB Budgets
          • YNAB Budget Accounts
            • List all YNAB budget accounts
            • Get YNAB budget account
            • Delete YNAB budget account
          • List all YNAB budgets
          • Get YNAB budget
          • Delete YNAB budget
          • Update YNAB budget
        • List all YNAB connections
        • Create new YNAB connection
        • Get YNAB connection
        • Delete YNAB connection
        • Update YNAB connection
        • Refresh YNAB connection
      • Lunch Money Connections
        • Lunch Money Accounts
          • List all Lunch Money accounts
          • Get Lunch Money account
          • Delete Lunch Money account
        • List all Lunch Money connections
        • Create new Lunch Money connection
        • Get Lunch Money connection
        • Delete Lunch Money connection
        • Update Lunch Money connection
        • Refresh Lunch Money connection
      • Google Sheets Connections
        • Sheets
          • List destination spreadsheets for a connection
          • Register a destination spreadsheet
          • Get a destination spreadsheet
          • Update a destination spreadsheet
          • Delete a destination spreadsheet
          • List the worksheets (tabs) of a spreadsheet
          • Create a new worksheet (tab) in a spreadsheet
        • List all Google Sheets connections
        • Create new Google Sheets connection
        • Get Google Sheets connection
        • Delete Google Sheets connection
        • Update Google Sheets connection
        • Refresh Google Sheets connection
    • Transfer Links
      • List all transfer links
      • Create a new transfer link
      • Get transfer link
      • Update transfer link
      • Delete transfer link
      • Retry transfers for all transfer links
      • Retry transfers for a specific transfer link
    • Transfer Logs
      • List all transfer logs
      • Get transfer log
      • Undo a transfer
      • Undo multiple transfers
    • Rules
      • Create a new rule
      • List all rules
      • Get rule
      • Update rule
      • Delete rule
      • Attach rule to transfer link
      • Detach rule from transfer link
      • Reorder rules for a transfer link
      • Attach rule to a financial account
      • Detach rule from financial account
      • Reorder rules for a financial account
      • Preview a rule against transactions (dry-run)
    • Rule Logs
      • List all rule logs
      • Get rule log
      • Undo multiple rule actions
      • Undo a rule action
    • Webhooks
      • List all webhook events
      • List all webhook endpoints
      • Create new webhook endpoint
      • Get webhook endpoint
      • Update webhook endpoint
      • Delete webhook endpoint
      • Test webhook endpoint
      • Rotate webhook secret
  • ActualBudgetConnections
    • List all Actual Budget connections
      GET
    • Create new Actual Budget connection
      POST
    • Get Actual Budget connection
      GET
    • Update Actual Budget connection
      PUT
    • Delete Actual Budget connection
      DELETE
    • Regenerate setup token
      POST
    • Revoke access credentials
      POST
    • List accounts linked in Actual
      GET
  • Schemas
    • AccountHoldingResource
    • ActualBudgetAccountResource
    • ActualBudgetConnectionResource
    • BalanceTypeEnum
    • BulkDeleteTransactionsRequest
    • BulkUndoRuleLogsRequest
    • BulkUndoTransferLogsRequest
    • CreateFinancialConnectionRequest
    • CreateGoogleSheetTabRequest
    • CreateGoogleSheetsConnectionRequest
    • CreateLunchMoneyConnectionRequest
    • CreateRuleRequest
    • CreateTransactionRequest
    • CreateTransferLinkRequest
    • CreateWebhookEndpointRequest
    • CreateYnabConnectionRequest
    • DestinationTypeEnum
    • EnrichmentProviderEnum
    • FinancialAccount
    • FinancialAccountBalanceResource
    • FinancialAccountResource
    • FinancialConnectionResource
    • GoogleSheetResource
    • GoogleSheetsConnectionResource
    • HealthResource
    • HealthStatusEnum
    • InstitutionConfigMappedDateEnum
    • InstitutionConfigMappedTextEnum
    • InstitutionConfigResource
    • InstitutionResource
    • IntegratorEnum
    • LunchMoneyAccountResource
    • LunchMoneyConnectionResource
    • PreviewRuleRequest
    • ReauthorizeFinancialConnectionRequest
    • RetryTransfersAllLinksRequest
    • RetryTransfersRequest
    • RuleActionResource
    • RuleActionTypeEnum
    • RuleConditionResource
    • RuleLogResource
    • RuleOperatorEnum
    • RuleResource
    • RuleTypeEnum
    • StoreActualBudgetConnectionRequest
    • StoreGoogleSheetRequest
    • SyncFinancialAccountRequest
    • TestWebhookRequest
    • TransactionResource
    • TransactionTypeEnum
    • TransferLink
    • TransferLinkResource
    • TransferLinkSyncModeEnum
    • TransferLogResource
    • TransferLogStatusEnum
    • UpdateActualBudgetConnectionRequest
    • UpdateFinancialAccountRequest
    • UpdateGoogleSheetRequest
    • UpdateGoogleSheetsConnectionRequest
    • UpdateLunchMoneyConnectionRequest
    • UpdateRuleRequest
    • UpdateTransactionRequest
    • UpdateTransferLinkRequest
    • UpdateWebhookEndpointRequest
    • UpdateYnabBudgetRequest
    • UpdateYnabConnectionRequest
    • WebhookEndpointPayloadVersion
    • WebhookEndpointResource
    • WebhookEventResource
    • WebhookEventTypeEnum
    • WebhookTypeEnum
    • YnabBudgetAccountResource
    • YnabBudgetAccountTypeEnum
    • YnabBudgetResource
    • YnabConnectionResource
  1. Guides

MCP: Connect AI assistants

Synci ships a Model Context Protocol (MCP) server, so AI assistants like Claude can answer questions about your finances using live data from your connected accounts. Access is strictly read-only: the MCP server cannot create, modify, or delete anything in your Synci account.
MCP Endpoint
https://api.synci.io/api/mcp

Connecting a client#

Add the endpoint above to any MCP client that supports remote servers with OAuth (for example Claude, or other assistants that support MCP connectors). The client discovers Synci's OAuth configuration automatically and registers itself; no manual API keys are involved.
During authorization you will be asked to:
1.
Sign in to your Synci account.
2.
Approve the "Access your financial data through AI assistants (read-only)" permission.
3.
Select which accounts the assistant may see.
You can revoke the connection at any time from your Synci settings, and connect requires an active Synci subscription.

What the assistant can do#

ToolReturns
list_connectionsYour bank and provider connections and their health status
list_accountsYour connected financial accounts (bank, investment, crypto)
get_account_balanceRecent balance snapshots for one account
list_transactionsTransactions within a date range
list_holdingsInvestment and crypto positions (symbol, quantity, market value)
Data reflects the most recent sync from your bank or broker, not real-time values. Sensitive identifiers (IBANs, account numbers, card numbers, owner names) are always omitted from MCP responses.
Modified at 2026-07-11 12:22:15
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