Use Codex with Alight - UBS
BankSync's MCP server can let Codex query supported Alight - UBS account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Alight - UBS or Codex. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Codex to Alight - UBS
Search for Alight - UBS in BankSync
Sign up for BankSync and, if Alight - UBS is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Codex
Add the BankSync MCP server to Codex using your API key. Follow our Codex setup guide for step-by-step instructions.
Start querying
Ask Codex about supported Alight - UBS transactions, balances, and more using natural language.
Codex MCP Configuration
Add this configuration to let Codex query supported Alight - UBS account data through BankSync.
[mcp_servers.banksync]
url = "https://mcp.banksync.io"
[mcp_servers.banksync.http_headers]
X-API-Key = "bsk_your_key_here"What Codex can access from Alight - UBS
Accounts
List the Alight - UBS accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Alight - UBS transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Alight - UBS accounts.
Holdings
View supported investment positions, quantities, and market values from Alight - UBS.
Trades
Access supported investment trade and activity history from Alight - UBS.
Loans
Check supported loan balances and provider-supplied liability details from Alight - UBS.
Ready to connect Codex to Alight - UBS?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Alight - UBS with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Alight - UBS with ChatGPTOpenAI
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- Use Alight - UBS with GeminiGoogle
- Use Alight - UBS with GrokxAI
- Use Alight - UBS with Hermes AgentNousResearch
Other banks you can use with Codex
Institutions in the same market that Codex can query through BankSync MCP.
- Use Chase with Codex🇺🇸 United States
- Use American Express with Codex🇺🇸 United States
- Use Capital One with Codex🇺🇸 United States
- Use Wells Fargo with Codex🇺🇸 United States
- Use Fidelity with Codex🇺🇸 United States
- Use Citibank Online with Codex🇺🇸 United States
- Use Bank of America with Codex🇺🇸 United States
- Use PayPal with Codex🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Codex or Alight - UBS. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.