BankSync's MCP server connects Zed to CollegeInvest, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your CollegeInvest account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Zed using your API key. Follow our Zed setup guide for step-by-step instructions.
Ask Zed about your CollegeInvest transactions, balances, and more using natural language.
Add this configuration to connect Zed to your CollegeInvest data.
{
"context_servers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query CollegeInvest transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your CollegeInvest accounts.
List all checking, savings, and investment accounts linked through CollegeInvest.
View investment positions, quantities, and market values from CollegeInvest brokerage accounts.
Access buy/sell/dividend transactions from your CollegeInvest investment accounts.
Check outstanding balances, interest rates, and payment schedules for CollegeInvest loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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