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BNY Mellon Capital Markets
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Use Windsurf with BNY Mellon Capital Markets

BankSync's MCP server can let Windsurf query supported BNY Mellon Capital Markets 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 BNY Mellon Capital Markets or Windsurf. Names are used only to describe potential account-data coverage and client compatibility.

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How to connect Windsurf to BNY Mellon Capital Markets

Creating a BankSync API key for an AI agent
one key, every agent
1

Search for BNY Mellon Capital Markets in BankSync

Sign up for BankSync and, if BNY Mellon Capital Markets is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

Configure Windsurf

Add the BankSync MCP server to Windsurf using your API key. Follow our Windsurf setup guide for step-by-step instructions.

4

Start querying

Ask Windsurf about supported BNY Mellon Capital Markets transactions, balances, and more using natural language.

Windsurf MCP Configuration

Add this configuration to let Windsurf query supported BNY Mellon Capital Markets account data through BankSync.

Windsurf Config
{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Windsurf can access from BNY Mellon Capital Markets

Accounts

List the BNY Mellon Capital Markets accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported BNY Mellon Capital Markets transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported BNY Mellon Capital Markets accounts.

Holdings

View supported investment positions, quantities, and market values from BNY Mellon Capital Markets.

Trades

Access supported investment trade and activity history from BNY Mellon Capital Markets.

Loans

Check supported loan balances and provider-supplied liability details from BNY Mellon Capital Markets.

Ready to connect Windsurf to BNY Mellon Capital Markets?

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Windsurf setup guideBNY Mellon Capital Markets detailsMCP tools reference

Use BNY Mellon Capital Markets with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Windsurf

Institutions in the same market that Windsurf can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Windsurf or BNY Mellon Capital Markets. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.