BankSync's MCP server connects Atlassian Rovo to Columbia Funds, 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 Columbia Funds account through our secure connection.
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 Columbia Funds transactions, balances, and more using natural language.
Add this configuration to connect Atlassian Rovo to your Columbia Funds data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Columbia Funds transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Columbia Funds accounts.
List all checking, savings, and investment accounts linked through Columbia Funds.
View investment positions, quantities, and market values from Columbia Funds brokerage accounts.
Access buy/sell/dividend transactions from your Columbia Funds investment accounts.
Check outstanding balances, interest rates, and payment schedules for Columbia Funds loans.
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 Atlassian Rovo or Columbia Funds. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.