Use Continue with AssetMark CashAdvantage
BankSync's MCP server can let Continue query supported AssetMark CashAdvantage 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 AssetMark CashAdvantage or Continue. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Continue to AssetMark CashAdvantage
one key, every agent
Search for AssetMark CashAdvantage in BankSync
Sign up for BankSync and, if AssetMark CashAdvantage 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 Continue
Add the BankSync MCP server to Continue using your API key. Follow our Continue setup guide for step-by-step instructions.
Start querying
Ask Continue about supported AssetMark CashAdvantage transactions, balances, and more using natural language.
Continue MCP Configuration
Add this configuration to let Continue query supported AssetMark CashAdvantage account data through BankSync.
mcpServers:
- name: BankSync
type: streamable-http
url: https://mcp.banksync.io
requestOptions:
headers:
X-API-Key: bsk_your_key_hereWhat Continue can access from AssetMark CashAdvantage
Accounts
List the AssetMark CashAdvantage accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported AssetMark CashAdvantage transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported AssetMark CashAdvantage accounts.
Holdings
View supported investment positions, quantities, and market values from AssetMark CashAdvantage.
Trades
Access supported investment trade and activity history from AssetMark CashAdvantage.
Loans
Check supported loan balances and provider-supplied liability details from AssetMark CashAdvantage.
Ready to connect Continue to AssetMark CashAdvantage?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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Other banks you can use with Continue
Institutions in the same market that Continue can query through BankSync MCP.
- Use American Community Bank & Trust - Commercial with Continue🇺🇸 United States
- Use Caltech Employees Federal Credit Union with Continue🇺🇸 United States
- Use Keystone Savings Bank with Continue🇺🇸 United States
- Use Bangor Savings Bank - Employees with Continue🇺🇸 United States
- Use Wood County National Bank with Continue🇺🇸 United States
- Use Waukesha State Bank - Business with Continue🇺🇸 United States
- Use Guaranty Bank & Trust (Texas) - Business with Continue🇺🇸 United States
- Use Empower Retirement - UKG with Continue🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Continue or AssetMark CashAdvantage. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.