Use Raycast with AssetMark CashAdvantage
BankSync's MCP server can let Raycast 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 Raycast. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Raycast 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 Raycast
Add the BankSync MCP server to Raycast using your API key. Follow our Raycast setup guide for step-by-step instructions.
Start querying
Ask Raycast about supported AssetMark CashAdvantage transactions, balances, and more using natural language.
Raycast MCP Configuration
Add this configuration to let Raycast query supported AssetMark CashAdvantage account data through BankSync.
{
"command": "npx",
"args": ["-y", "@banksync/mcp"],
"env": {
"BANKSYNC_API_KEY": "bsk_your_key_here"
},
"type": "stdio"
}What Raycast 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 Raycast 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 Raycast
Institutions in the same market that Raycast can query through BankSync MCP.
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- Use Waukesha State Bank - Business with Raycast🇺🇸 United States
- Use Guaranty Bank & Trust (Texas) - Business with Raycast🇺🇸 United States
- Use Empower Retirement - UKG with Raycast🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Raycast or AssetMark CashAdvantage. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.