BankSync's MCP server can let Sourcegraph Cody query supported Community Resource Bank 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 Resource Bank or Sourcegraph Cody. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if Community Resource Bank 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 Sourcegraph Cody using your API key. Follow our Sourcegraph Cody setup guide for step-by-step instructions.
Ask Sourcegraph Cody about supported Community Resource Bank transactions, balances, and more using natural language.
Add this configuration to let Sourcegraph Cody query supported Community Resource Bank account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}List the Community Resource Bank accounts connected through BankSync and visible to the API key scopes you grant.
Query supported Community Resource Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Get current and available balances for supported Community Resource Bank accounts.
View supported investment positions, quantities, and market values from Community Resource Bank.
Access supported investment trade and activity history from Community Resource Bank.
Check supported loan balances and provider-supplied liability details from Community Resource Bank.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Sourcegraph Cody or Community Resource Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.