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:
| Field | Value |
|---|---|
| Name | mybanx |
| Description | mybanx companies, bank accounts and transactions |
| MCP Server URL | https://mcp.mybanx.io |
| Authentication | OAuth |
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.
Updated about 11 hours ago
