Use Kilo Code with Fidelity

BankSync's MCP server can let Kilo Code query supported Fidelity 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 Fidelity or Kilo Code. Names are used only to describe potential account-data coverage and client compatibility.

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Get Started Free Kilo Code Setup Guide

How to connect Kilo Code to Fidelity

Creating a BankSync API key for an AI agent — one key, every agent

Search for Fidelity in BankSync

Sign up for BankSync and, if Fidelity 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 Kilo Code

Add the BankSync MCP server to Kilo Code using your API key. Follow our Kilo Code setup guide for step-by-step instructions.

Start querying

Ask Kilo Code about supported Fidelity transactions, balances, and more using natural language.

Kilo Code MCP Configuration

Add this configuration to let Kilo Code query supported Fidelity account data through BankSync.

Kilo Code Config

{
  "mcp": {
    "banksync": {
      "type": "remote",
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      },
      "enabled": true
    }
  }
}

What Kilo Code can access from Fidelity

Accounts

List the Fidelity accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Fidelity transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Fidelity accounts.

Holdings

View supported investment positions, quantities, and market values from Fidelity.

Trades

Access supported investment trade and activity history from Fidelity.

Loans

Check supported loan balances and provider-supplied liability details from Fidelity.

Ready to connect Kilo Code to Fidelity?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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Kilo Code setup guide Fidelity details MCP tools reference

Use Fidelity with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Kilo Code

Institutions in the same market that Kilo Code can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Kilo Code or Fidelity. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.