Use Kilo Code with BNY Mellon-Pershing Investor
BankSync's MCP server can let Kilo Code 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 Kilo Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Kilo Code 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 Kilo Code
Add the BankSync MCP server to Kilo Code using your API key. Follow our Kilo Code setup guide for step-by-step instructions.
Start querying
Ask Kilo Code about supported BNY Mellon-Pershing Investor transactions, balances, and more using natural language.
Kilo Code MCP Configuration
Add this configuration to let Kilo Code query supported BNY Mellon-Pershing Investor account data through BankSync.
{
"mcp": {
"banksync": {
"type": "remote",
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
},
"enabled": true
}
}
}What Kilo Code 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 Kilo Code to BNY Mellon-Pershing Investor?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
keep exploring ✦
Use BNY Mellon-Pershing Investor with another agent
The same BankSync MCP server and API key work with every one of these.
- Use BNY Mellon-Pershing Investor with ChatGPTOpenAI
- Use BNY Mellon-Pershing Investor with Claude CodeAnthropic
- Use BNY Mellon-Pershing Investor with Claude CoworkAnthropic
- Use BNY Mellon-Pershing Investor with Claude DesktopAnthropic
- Use BNY Mellon-Pershing Investor with CursorAnysphere
- Use BNY Mellon-Pershing Investor with GeminiGoogle
- Use BNY Mellon-Pershing Investor with Hermes AgentNousResearch
- Use BNY Mellon-Pershing Investor with OpenClawOpenClaw
Other banks you can use with Kilo Code
Institutions in the same market that Kilo Code can query through BankSync MCP.
- Use Benton County State Bank with Kilo Code🇺🇸 United States
- Use Carta with Kilo Code🇺🇸 United States
- Use Conservation First Bank - Business with Kilo Code🇺🇸 United States
- Use First National Bank Minnesota - Business Online Banking with Kilo Code🇺🇸 United States
- Use Transamerica - Annuities with Kilo Code🇺🇸 United States
- Use Transamerica Retirement Plans with Kilo Code🇺🇸 United States
- Use Scient Federal Credit Union with Kilo Code🇺🇸 United States
- Use Celtic Bank with Kilo Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Kilo Code 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.