Use Codex with Interactive Brokers - CA
BankSync's MCP server can let Codex query supported Interactive Brokers - CA 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 Interactive Brokers - CA or Codex. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Codex to Interactive Brokers - CA
one key, every agent
Search for Interactive Brokers - CA in BankSync
Sign up for BankSync and, if Interactive Brokers - CA 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 Interactive Brokers - CA transactions, balances, and more using natural language.
Codex MCP Configuration
Add this configuration to let Codex query supported Interactive Brokers - CA 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 Interactive Brokers - CA
Accounts
List the Interactive Brokers - CA accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Interactive Brokers - CA transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Interactive Brokers - CA accounts.
Holdings
View supported investment positions, quantities, and market values from Interactive Brokers - CA.
Trades
Access supported investment trade and activity history from Interactive Brokers - CA.
Loans
Check supported loan balances and provider-supplied liability details from Interactive Brokers - CA.
Ready to connect Codex to Interactive Brokers - CA?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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Use Interactive Brokers - CA with another agent
The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with Codex
Institutions in the same market that Codex can query through BankSync MCP.
- Use EQ Bank with Codex🇨🇦 Canada
- Use American Express (Canada) with Codex🇨🇦 Canada
- Use RBC Royal Bank with Codex🇨🇦 Canada
- Use TD Canada Trust - WebBroker with Codex🇨🇦 Canada
- Use TD Canada Trust with Codex🇨🇦 Canada
- Use Desjardins with Codex🇨🇦 Canada
- Use Quinte First Credit Union - Online Banking with Codex🇨🇦 Canada
- Use Wealthsimple (Canada) with Codex🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Codex or Interactive Brokers - CA. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.