CollegeInvest
Use Kilo Code with CollegeInvest
BankSync's MCP server can let Kilo Code query supported CollegeInvest 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 CollegeInvest or Kilo Code. Names are used only to describe potential account-data coverage and client compatibility.
United StatesIDEMCP Connected
How to connect Kilo Code to CollegeInvest
1
Search for CollegeInvest in BankSync
Sign up for BankSync and, if CollegeInvest is available, link your account through a provider-hosted or bank-hosted authorization flow.
2
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
3
Configure Kilo Code
Add the BankSync MCP server to Kilo Code using your API key. Follow our Kilo Code setup guide for step-by-step instructions.
4
Start querying
Ask Kilo Code about supported CollegeInvest transactions, balances, and more using natural language.
Kilo Code MCP Configuration
Add this configuration to let Kilo Code query supported CollegeInvest account data through BankSync.
Kilo Code Config
{
"mcp": {
"banksync": {
"type": "remote",
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
},
"enabled": true
}
}
}What Kilo Code can access from CollegeInvest
Accounts
List the CollegeInvest accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported CollegeInvest transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported CollegeInvest accounts.
Holdings
View supported investment positions, quantities, and market values from CollegeInvest.
Trades
Access supported investment trade and activity history from CollegeInvest.
Loans
Check supported loan balances and provider-supplied liability details from CollegeInvest.
your finances, in the conversation
Ready to connect Kilo Code to CollegeInvest?
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BankSync is not affiliated with, endorsed by, or an official partner of Kilo Code or CollegeInvest. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.