BankSync's MCP server connects Roo Code to Betterment, 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 Betterment account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Roo Code using your API key. Follow our Roo Code setup guide for step-by-step instructions.
Ask Roo Code about your Betterment transactions, balances, and more using natural language.
Add this configuration to connect Roo Code 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.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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