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