BankSync's MCP server connects Codex to Community West Bank, 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 Community West Bank account through Plaid.
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 your Community West Bank transactions, balances, and more using natural language.
Add this configuration to connect Codex to your Community West Bank data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Community West Bank transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Community West Bank accounts.
List all checking, savings, and investment accounts linked through Community West Bank.
View investment positions, quantities, and market values from Community West Bank brokerage accounts.
Access buy/sell/dividend transactions from your Community West Bank investment accounts.
Check outstanding balances, interest rates, and payment schedules for Community West Bank loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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