Connect OpenClaw to Betterment via BankSync MCP server. Query transactions, balances, and investments from Betterment directly in OpenClaw.
Sign up for BankSync and securely link your Betterment account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to OpenClaw using your API key. Follow our OpenClaw setup guide for step-by-step instructions.
Ask OpenClaw about your Betterment transactions, balances, and more using natural language.
Add this configuration to connect OpenClaw to your Betterment data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Betterment transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Betterment accounts.
List all checking, savings, and investment accounts linked through Betterment.
View investment positions, quantities, and market values from Betterment brokerage accounts.
Access buy/sell/dividend transactions from your Betterment investment accounts.
Check outstanding balances, interest rates, and payment schedules for Betterment loans.
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