Use Codex with OMB Bank
BankSync's MCP server can let Codex query supported OMB Bank 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 OMB Bank or Codex. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Codex to OMB Bank
one key, every agent
Search for OMB Bank in BankSync
Sign up for BankSync and, if OMB Bank 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 OMB Bank transactions, balances, and more using natural language.
Codex MCP Configuration
Add this configuration to let Codex query supported OMB Bank 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 OMB Bank
Accounts
List the OMB Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported OMB Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported OMB Bank accounts.
Holdings
View supported investment positions, quantities, and market values from OMB Bank.
Trades
Access supported investment trade and activity history from OMB Bank.
Loans
Check supported loan balances and provider-supplied liability details from OMB Bank.
Ready to connect Codex to OMB Bank?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Codex or OMB Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.