BankSync's MCP server can let Codex query supported Community Bank & Trust - 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 Community Bank & Trust - Personal or Codex. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if Community Bank & Trust - Personal 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 Codex using your API key. Follow our Codex setup guide for step-by-step instructions.
Ask Codex about supported Community Bank & Trust - Personal transactions, balances, and more using natural language.
Add this configuration to let Codex query supported Community Bank & Trust - Personal account data through BankSync.
[mcp_servers.banksync]
url = "https://mcp.banksync.io"
[mcp_servers.banksync.http_headers]
X-API-Key = "bsk_your_key_here"Query Community Bank & Trust - Personal transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Community Bank & Trust - Personal accounts.
List all checking, savings, and investment accounts linked through Community Bank & Trust - Personal.
View investment positions, quantities, and market values from Community Bank & Trust - Personal brokerage accounts.
Access buy/sell/dividend transactions from your Community Bank & Trust - Personal investment accounts.
Check outstanding balances, interest rates, and payment schedules for Community Bank & Trust - Personal 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 Codex or Community Bank & Trust - Personal. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.