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