Use Raycast with Betterment
BankSync's MCP server can let Raycast query supported Betterment 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 Betterment or Raycast. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Raycast to Betterment
Search for Betterment in BankSync
Sign up for BankSync and, if Betterment 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 Betterment transactions, balances, and more using natural language.
Raycast MCP Configuration
Add this configuration to let Raycast query supported Betterment 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 Betterment
Transactions
Query Betterment transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Betterment accounts.
Accounts
List all checking, savings, and investment accounts linked through Betterment.
Holdings
View investment positions, quantities, and market values from Betterment brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Betterment investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Betterment loans.
Ready to connect Raycast to Betterment?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Raycast or Betterment. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.