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