Use Codex with Guideline
BankSync's MCP server can let Codex query supported Guideline 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 Guideline or Codex. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Codex to Guideline
Search for Guideline in BankSync
Sign up for BankSync and, if Guideline 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 Codex
Add the BankSync MCP server to Codex using your API key. Follow our Codex setup guide for step-by-step instructions.
Start querying
Ask Codex about supported Guideline transactions, balances, and more using natural language.
Codex MCP Configuration
Add this configuration to let Codex query supported Guideline account data through BankSync.
[mcp_servers.banksync]
url = "https://mcp.banksync.io"
[mcp_servers.banksync.http_headers]
X-API-Key = "bsk_your_key_here"What Codex can access from Guideline
Accounts
List the Guideline accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Guideline transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Guideline accounts.
Holdings
View supported investment positions, quantities, and market values from Guideline.
Trades
Access supported investment trade and activity history from Guideline.
Loans
Check supported loan balances and provider-supplied liability details from Guideline.
Ready to connect Codex to Guideline?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Guideline with another agent
The same BankSync MCP server and API key work with every one of these.
Other banks you can use with Codex
Institutions in the same market that Codex can query through BankSync MCP.
- Use Chase with Codex🇺🇸 United States
- Use American Express with Codex🇺🇸 United States
- Use Capital One with Codex🇺🇸 United States
- Use Wells Fargo with Codex🇺🇸 United States
- Use Citibank Online with Codex🇺🇸 United States
- Use Fidelity with Codex🇺🇸 United States
- Use Bank of America with Codex🇺🇸 United States
- Use Charles Schwab with Codex🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Codex or Guideline. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.