BankSync's MCP server connects Atlassian Rovo to Collegiate, 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 Collegiate account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Atlassian Rovo using your API key. Follow our Atlassian Rovo setup guide for step-by-step instructions.
Ask Atlassian Rovo about your Collegiate transactions, balances, and more using natural language.
Add this configuration to connect Atlassian Rovo to your Collegiate data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Collegiate transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Collegiate accounts.
List all checking, savings, and investment accounts linked through Collegiate.
View investment positions, quantities, and market values from Collegiate brokerage accounts.
Access buy/sell/dividend transactions from your Collegiate investment accounts.
Check outstanding balances, interest rates, and payment schedules for Collegiate loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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