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