Setup instructions for ChatGPT
Enable developer mode
1. Open chatgpt.com in a web browser or use the ChatGPT desktop app.
2. Go to Settings > Apps > Advanced Settings, and turn on Developer mode.
Create connector
3. Go back to Apps and select Create App.
4. Enter your financial institution’s name in the Name field.
5. Paste your personal link (copied above) into the MCP Server URL field.
6. Ensure Authentication is set to OAuth.
7. Select the confirmation checkbox and then Create.
Authenticate
8. A new window will open to your online banking login screen. Log in as usual.
9. Review the terms of use and select Confirm.
10. Select Authorize to grant ChatGPT permission to access your financial data.
Start using the connector
11. Start a new chat and ask your question, making sure to mention the connector (e.g., “Can you show me my account information? I connected my account to ChatGPT via connectors”). Select Confirm on the access prompts that appear.
Troubleshooting
- You will need to re-authenticate every 7 days.
- ChatGPT: Navigate to Settings > Apps > First Internet Bank of Indiana AI Connector > “Connect”
- Only account signers / admins can create new custom connectors on team plans.
- Each team member will need to authenticate individually with their banking login to access the connector.