Connect Pieces to AssetMark eWealthmanager via BankSync MCP server. Query transactions, balances, and investments from AssetMark eWealthmanager directly in Pieces.
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 Pieces using your API key. Follow our Pieces setup guide for step-by-step instructions.
Ask Pieces about your AssetMark eWealthmanager transactions, balances, and more using natural language.
Add this configuration to connect Pieces to your AssetMark eWealthmanager data.
{
"mcpServers": {
"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.
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