Fidelity
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Use Postman with Fidelity

BankSync's MCP server can let Postman 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 Postman. Names are used only to describe potential account-data coverage and client compatibility.

United StatesPlatformMCP Connected

How to connect Postman to Fidelity

Creating a BankSync API key for an AI agent

one key, every agent

1

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.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

Configure Postman

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

4

Start querying

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

Postman MCP Configuration

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

Postman Config
{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Postman can access from Fidelity

Accounts

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

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.

Orders

Access supported open and pending investment orders from Fidelity.

your finances, in the conversation

Ready to connect Postman to Fidelity?

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 Postman or Fidelity. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.