BankSync's MCP server can let VS Code Copilot 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 VS Code Copilot. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if Fidelity is available, link your account through a provider-hosted or bank-hosted authorization flow.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to VS Code Copilot using your API key. Follow our VS Code Copilot setup guide for step-by-step instructions.
Ask VS Code Copilot about supported Fidelity transactions, balances, and more using natural language.
Add this configuration to let VS Code Copilot query supported Fidelity account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Fidelity transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Fidelity accounts.
List all checking, savings, and investment accounts linked through Fidelity.
View investment positions, quantities, and market values from Fidelity brokerage accounts.
Access buy/sell/dividend transactions from your Fidelity investment accounts.
Check outstanding balances, interest rates, and payment schedules for Fidelity loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of VS Code Copilot or Fidelity. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.