Use Windsurf with Charles Schwab
BankSync's MCP server can let Windsurf 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 Windsurf. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Windsurf to Charles Schwab
one key, every agent
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 Windsurf
Add the BankSync MCP server to Windsurf using your API key. Follow our Windsurf setup guide for step-by-step instructions.
Start querying
Ask Windsurf about supported Charles Schwab transactions, balances, and more using natural language.
Windsurf MCP Configuration
Add this configuration to let Windsurf query supported Charles Schwab account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Windsurf 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 Windsurf to Charles Schwab?
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Other banks you can use with Windsurf
Institutions in the same market that Windsurf can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Windsurf or Charles Schwab. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.