Use Warp with Fidelity
BankSync's MCP server can let Warp 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 Warp. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Warp 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 Warp
Add the BankSync MCP server to Warp using your API key. Follow our Warp setup guide for step-by-step instructions.
Start querying
Ask Warp about supported Fidelity transactions, balances, and more using natural language.
Warp MCP Configuration
Add this configuration to let Warp query supported Fidelity account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Warp 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 Warp 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 Warp
Institutions in the same market that Warp can query through BankSync MCP.
- Use Chase with Warp🇺🇸 United States
- Use American Express with Warp🇺🇸 United States
- Use Capital One with Warp🇺🇸 United States
- Use Wells Fargo with Warp🇺🇸 United States
- Use Citibank Online with Warp🇺🇸 United States
- Use Bank of America with Warp🇺🇸 United States
- Use PayPal with Warp🇺🇸 United States
- Use Bank of America - Charitable Gift Fund with Warp🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Warp or Fidelity. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.