BankSync's MCP server connects Neovim to AssetMark eWealthmanager, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your AssetMark eWealthmanager account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Neovim using your API key. Follow our Neovim setup guide for step-by-step instructions.
Ask Neovim about your AssetMark eWealthmanager transactions, balances, and more using natural language.
Add this configuration to connect Neovim to your AssetMark eWealthmanager data.
require("mcphub").setup({
servers = {
banksync = {
url = "https://mcp.banksync.io",
headers = {
["X-API-Key"] = "bsk_your_key_here"
}
}
}
})Query AssetMark eWealthmanager transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your AssetMark eWealthmanager accounts.
List all checking, savings, and investment accounts linked through AssetMark eWealthmanager.
View investment positions, quantities, and market values from AssetMark eWealthmanager brokerage accounts.
Access buy/sell/dividend transactions from your AssetMark eWealthmanager investment accounts.
Check outstanding balances, interest rates, and payment schedules for AssetMark eWealthmanager loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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