CollegeInvest
Use Relevance AI with CollegeInvest
BankSync's MCP server can let Relevance AI 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 Relevance AI. Names are used only to describe potential account-data coverage and client compatibility.
United StatesPlatformMCP Connected
How to connect Relevance AI 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 Relevance AI
Add the BankSync MCP server to Relevance AI using your API key. Follow our Relevance AI setup guide for step-by-step instructions.
4
Start querying
Ask Relevance AI about supported CollegeInvest transactions, balances, and more using natural language.
Relevance AI MCP Configuration
Add this configuration to let Relevance AI query supported CollegeInvest account data through BankSync.
Relevance AI Config
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Relevance AI 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 Relevance AI to CollegeInvest?
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BankSync is not affiliated with, endorsed by, or an official partner of Relevance AI or CollegeInvest. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.