Use Dify with AssetMark CashAdvantage
BankSync's MCP server can let Dify 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 Dify. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Dify 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 Dify
Add the BankSync MCP server to Dify using your API key. Follow our Dify setup guide for step-by-step instructions.
Start querying
Ask Dify about supported AssetMark CashAdvantage transactions, balances, and more using natural language.
Dify MCP Configuration
Add this configuration to let Dify query supported AssetMark CashAdvantage account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Dify 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 Dify 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 Dify
Institutions in the same market that Dify can query through BankSync MCP.
- Use American Community Bank & Trust - Commercial with Dify🇺🇸 United States
- Use Caltech Employees Federal Credit Union with Dify🇺🇸 United States
- Use Keystone Savings Bank with Dify🇺🇸 United States
- Use Bangor Savings Bank - Employees with Dify🇺🇸 United States
- Use Wood County National Bank with Dify🇺🇸 United States
- Use Waukesha State Bank - Business with Dify🇺🇸 United States
- Use Guaranty Bank & Trust (Texas) - Business with Dify🇺🇸 United States
- Use Empower Retirement - UKG with Dify🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Dify or AssetMark CashAdvantage. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.