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