Connect ChatGPT to Your Bank Accounts — mybanx.io MCP Server

Connect ChatGPT to mybanx so you can ask questions about your companies, bank accounts and transactions directly in a chat. It takes about two minutes.

What you need

  • A paid ChatGPT plan: Plus, Pro, Business, Enterprise or Edu. The Free plan cannot add custom connectors.
  • ChatGPT on the web (chatgpt.com). The connector is created there; once created, it is available in your chats.
  • On Business, Enterprise or Edu workspaces, an admin must first allow custom connectors (Workspace settings → Permissions & roles → Developer mode / custom MCP connectors).
  • Your mybanx login.

Step 1 — Turn on Developer mode

In ChatGPT, open Settings → Apps & Connectors → Advanced settings and switch on Developer mode. If you don't see it there, look under Settings → Security.

Step 2 — Create the mybanx connector

Go back to Apps & Connectors and click Create (on some plans: Add custom connector). Fill in the form:

FieldValue
Namemybanx
Descriptionmybanx companies, bank accounts and transactions
MCP Server URLhttps://mcp.mybanx.io
AuthenticationOAuth

Tick I trust this application, then click Create.

Step 3 — Sign in to mybanx

ChatGPT opens the mybanx sign-in page. Log in and approve access. Back in ChatGPT, the connector should list the mybanx tools:

  • ListCompanies — the companies you have access to
  • ListBankAccounts — the bank accounts of a company
  • ListTransactions — the transactions of an account
  • QueryDB — custom queries on your mybanx data

Step 4 — Use it in a chat

Open a new chat, click + → Developer mode and turn on mybanx. Then just ask, for example:

  • "List my companies."
  • "Show the bank accounts of Acme SA and their balances."
  • "What were the 10 largest outgoing transactions last month?"

The connector is enabled per chat: repeat this step in each new conversation.

Troubleshooting

  • No Create button — Developer mode is off, or your plan or workspace doesn't allow custom connectors. Check Step 1, then ask your workspace admin.
  • Connector shows as disconnected — open it in Settings → Apps & Connectors and click Reconnect to sign in again.
  • Cannot connect / no tools found — check the URL is exactly https://mcp.mybanx.io, then contact mybanx support.
  • ChatGPT doesn't use mybanx — make sure mybanx is turned on for that chat (Step 4), or mention it explicitly: "Using mybanx, …"

Security note

mybanx data stays under your mybanx permissions: ChatGPT only sees what your account can see. You can revoke access at any time by deleting the connector in Settings → Apps & Connectors.


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