BankSync's MCP server can let Raycast query supported Columbia Funds 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 Funds or Raycast. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if Columbia Funds is available, link your account through a provider-hosted or bank-hosted authorization flow.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Raycast using your API key. Follow our Raycast setup guide for step-by-step instructions.
Ask Raycast about supported Columbia Funds transactions, balances, and more using natural language.
Add this configuration to let Raycast query supported Columbia Funds account data through BankSync.
{
"command": "npx",
"args": ["-y", "@banksync/mcp"],
"env": {
"BANKSYNC_API_KEY": "bsk_your_key_here"
},
"type": "stdio"
}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 Raycast or Columbia Funds. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.