Use Dify with BNY Mellon-Pershing Investor
BankSync's MCP server can let Dify query supported BNY Mellon-Pershing Investor 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-Pershing Investor or Dify. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Dify to BNY Mellon-Pershing Investor
one key, every agent
Search for BNY Mellon-Pershing Investor in BankSync
Sign up for BankSync and, if BNY Mellon-Pershing Investor 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 Dify
Add the BankSync MCP server to Dify using your API key. Follow our Dify setup guide for step-by-step instructions.
Start querying
Ask Dify about supported BNY Mellon-Pershing Investor transactions, balances, and more using natural language.
Dify MCP Configuration
Add this configuration to let Dify query supported BNY Mellon-Pershing Investor account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Dify can access from BNY Mellon-Pershing Investor
Accounts
List the BNY Mellon-Pershing Investor accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported BNY Mellon-Pershing Investor transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported BNY Mellon-Pershing Investor accounts.
Holdings
View supported investment positions, quantities, and market values from BNY Mellon-Pershing Investor.
Trades
Access supported investment trade and activity history from BNY Mellon-Pershing Investor.
Loans
Check supported loan balances and provider-supplied liability details from BNY Mellon-Pershing Investor.
Ready to connect Dify to BNY Mellon-Pershing Investor?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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BankSync is not affiliated with, endorsed by, or an official partner of Dify or BNY Mellon-Pershing Investor. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.