Use Windsurf with Columbia Bank - Personal
BankSync's MCP server can let Windsurf query supported Columbia Bank - Personal 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 Columbia Bank - Personal or Windsurf. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Windsurf to Columbia Bank - Personal
Search for Columbia Bank - Personal in BankSync
Sign up for BankSync and, if Columbia Bank - Personal 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 Windsurf
Add the BankSync MCP server to Windsurf using your API key. Follow our Windsurf setup guide for step-by-step instructions.
Start querying
Ask Windsurf about supported Columbia Bank - Personal transactions, balances, and more using natural language.
Windsurf MCP Configuration
Add this configuration to let Windsurf query supported Columbia Bank - Personal account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Windsurf can access from Columbia Bank - Personal
Transactions
Query Columbia Bank - Personal transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Columbia Bank - Personal accounts.
Accounts
List all checking, savings, and investment accounts linked through Columbia Bank - Personal.
Holdings
View investment positions, quantities, and market values from Columbia Bank - Personal brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Columbia Bank - Personal investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Columbia Bank - Personal loans.
Ready to connect Windsurf to Columbia Bank - Personal?
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 Windsurf or Columbia Bank - Personal. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.