BankSync's MCP server connects Codex to BancWest Investment Services, 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 BancWest Investment Services account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Codex using your API key. Follow our Codex setup guide for step-by-step instructions.
Ask Codex about your BancWest Investment Services transactions, balances, and more using natural language.
Add this configuration to connect Codex to your BancWest Investment Services data.
[mcp_servers.banksync]
url = "https://mcp.banksync.io"
[mcp_servers.banksync.http_headers]
X-API-Key = "bsk_your_key_here"Query BancWest Investment Services transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your BancWest Investment Services accounts.
List all checking, savings, and investment accounts linked through BancWest Investment Services.
View investment positions, quantities, and market values from BancWest Investment Services brokerage accounts.
Access buy/sell/dividend transactions from your BancWest Investment Services investment accounts.
Check outstanding balances, interest rates, and payment schedules for BancWest Investment Services loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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