Use Roo Code with Cross Bank
BankSync's MCP server can let Roo Code query supported Cross 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 Cross Bank or Roo Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Roo Code to Cross Bank
one key, every agent
Search for Cross Bank in BankSync
Sign up for BankSync and, if Cross 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 Roo Code
Add the BankSync MCP server to Roo Code using your API key. Follow our Roo Code setup guide for step-by-step instructions.
Start querying
Ask Roo Code about supported Cross Bank transactions, balances, and more using natural language.
Roo Code MCP Configuration
Add this configuration to let Roo Code query supported Cross Bank account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Roo Code can access from Cross Bank
Accounts
List the Cross Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Cross Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Cross Bank accounts.
Holdings
View supported investment positions, quantities, and market values from Cross Bank.
Trades
Access supported investment trade and activity history from Cross Bank.
Loans
Check supported loan balances and provider-supplied liability details from Cross Bank.
Ready to connect Roo Code to Cross Bank?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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Other banks you can use with Roo Code
Institutions in the same market that Roo Code can query through BankSync MCP.
- Use Elements Financial FCU with Roo Code🇺🇸 United States
- Use TrustCo Bank with Roo Code🇺🇸 United States
- Use American Community Bank & Trust - Commercial with Roo Code🇺🇸 United States
- Use Caltech Employees Federal Credit Union with Roo Code🇺🇸 United States
- Use Keystone Savings Bank with Roo Code🇺🇸 United States
- Use Bangor Savings Bank - Employees with Roo Code🇺🇸 United States
- Use Wood County National Bank with Roo Code🇺🇸 United States
- Use Waukesha State Bank - Business with Roo Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Roo Code or Cross Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.