Connect Codex to Firstrade via BankSync MCP server. Query transactions, balances, and investments from Firstrade directly in Codex.
Sign up for BankSync and securely link your Firstrade account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Codex using your API key. Follow our Codex setup guide for step-by-step instructions.
Ask Codex about your Firstrade transactions, balances, and more using natural language.
Add this configuration to connect Codex to your Firstrade data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Firstrade transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Firstrade accounts.
List all checking, savings, and investment accounts linked through Firstrade.
View investment positions, quantities, and market values from Firstrade brokerage accounts.
Access buy/sell/dividend transactions from your Firstrade investment accounts.
Check outstanding balances, interest rates, and payment schedules for Firstrade loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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