Use Roo Code with Fidelity
BankSync's MCP server can let Roo 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 Roo Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Roo Code to Fidelity
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 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 Fidelity transactions, balances, and more using natural language.
Roo Code MCP Configuration
Add this configuration to let Roo Code query supported Fidelity 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 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 Roo Code to Fidelity?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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 Roo Code
Institutions in the same market that Roo Code can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Roo Code or Fidelity. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.