Use Codex with CBI Bank & Trust
BankSync's MCP server can let Codex query supported CBI Bank & Trust 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 CBI Bank & Trust or Codex. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Codex to CBI Bank & Trust
one key, every agent
Search for CBI Bank & Trust in BankSync
Sign up for BankSync and, if CBI Bank & Trust 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 Codex
Add the BankSync MCP server to Codex using your API key. Follow our Codex setup guide for step-by-step instructions.
Start querying
Ask Codex about supported CBI Bank & Trust transactions, balances, and more using natural language.
Codex MCP Configuration
Add this configuration to let Codex query supported CBI Bank & Trust account data through BankSync.
[mcp_servers.banksync]
url = "https://mcp.banksync.io"
[mcp_servers.banksync.http_headers]
X-API-Key = "bsk_your_key_here"What Codex can access from CBI Bank & Trust
Accounts
List the CBI Bank & Trust accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported CBI Bank & Trust transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported CBI Bank & Trust accounts.
Holdings
View supported investment positions, quantities, and market values from CBI Bank & Trust.
Trades
Access supported investment trade and activity history from CBI Bank & Trust.
Loans
Check supported loan balances and provider-supplied liability details from CBI Bank & Trust.
Ready to connect Codex to CBI Bank & Trust?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use CBI Bank & Trust with another agent
The same BankSync MCP server and API key work with every one of these.
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- Use CBI Bank & Trust with Hermes AgentNousResearch
Other banks you can use with Codex
Institutions in the same market that Codex can query through BankSync MCP.
- Use Cendera Bank (Bells, TX) - Business with Codex🇺🇸 United States
- Use Mid Penn Bank - Business with Codex🇺🇸 United States
- Use Bronco Federal Credit Union with Codex🇺🇸 United States
- Use Maps Credit Union with Codex🇺🇸 United States
- Use Emigrant Bank with Codex🇺🇸 United States
- Use Emigrant Direct with Codex🇺🇸 United States
- Use First Bank Richmond with Codex🇺🇸 United States
- Use Monzo (US) with Codex🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Codex or CBI Bank & Trust. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.