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.
How to connect Relevance AI to CollegeInvest
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.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
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.
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.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Relevance AI can access from CollegeInvest
Transactions
Query CollegeInvest transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your CollegeInvest accounts.
Accounts
List all checking, savings, and investment accounts linked through CollegeInvest.
Holdings
View investment positions, quantities, and market values from CollegeInvest brokerage accounts.
Trades
Access buy/sell/dividend transactions from your CollegeInvest investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for CollegeInvest loans.
Ready to connect Relevance AI to CollegeInvest?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync 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.