BankSync's MCP server connects Mistral Le Chat 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 Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Mistral Le Chat using your API key. Follow our Mistral Le Chat setup guide for step-by-step instructions.
Ask Mistral Le Chat about your Columbia Funds transactions, balances, and more using natural language.
Add this configuration to connect Mistral Le Chat 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.
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