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