Use Sourcegraph Cody with Concorde Bank
BankSync's MCP server can let Sourcegraph Cody query supported Concorde 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 Concorde Bank or Sourcegraph Cody. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Sourcegraph Cody to Concorde Bank
Search for Concorde Bank in BankSync
Sign up for BankSync and, if Concorde Bank is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Sourcegraph Cody
Add the BankSync MCP server to Sourcegraph Cody using your API key. Follow our Sourcegraph Cody setup guide for step-by-step instructions.
Start querying
Ask Sourcegraph Cody about supported Concorde Bank transactions, balances, and more using natural language.
Sourcegraph Cody MCP Configuration
Add this configuration to let Sourcegraph Cody query supported Concorde Bank account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Sourcegraph Cody can access from Concorde Bank
Accounts
List the Concorde Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Concorde Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Concorde Bank accounts.
Holdings
View supported investment positions, quantities, and market values from Concorde Bank.
Trades
Access supported investment trade and activity history from Concorde Bank.
Loans
Check supported loan balances and provider-supplied liability details from Concorde Bank.
Ready to connect Sourcegraph Cody to Concorde 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 Concorde Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.