Use VS Code Copilot with Qtrade Direct Investing

BankSync's MCP server can let VS Code Copilot query supported Qtrade Direct Investing 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 Qtrade Direct Investing or VS Code Copilot. Names are used only to describe potential account-data coverage and client compatibility.

United StatesIDEMCP Connected

Get Started Free VS Code Copilot Setup Guide

How to connect VS Code Copilot to Qtrade Direct Investing

Creating a BankSync API key for an AI agent

one key, every agent

Search for Qtrade Direct Investing in BankSync

Sign up for BankSync and, if Qtrade Direct Investing 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 VS Code Copilot

Add the BankSync MCP server to VS Code Copilot using your API key. Follow our VS Code Copilot setup guide for step-by-step instructions.

Start querying

Ask VS Code Copilot about supported Qtrade Direct Investing transactions, balances, and more using natural language.

VS Code Copilot MCP Configuration

Add this configuration to let VS Code Copilot query supported Qtrade Direct Investing account data through BankSync.

VS Code Copilot Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What VS Code Copilot can access from Qtrade Direct Investing

Accounts

List the Qtrade Direct Investing accounts connected through BankSync and visible to the API key scopes you grant.

Balances

Get current and available balances for supported Qtrade Direct Investing accounts.

Holdings

View supported investment positions, quantities, and market values from Qtrade Direct Investing.

Trades

Access supported investment trade and activity history from Qtrade Direct Investing.

Orders

Access supported open and pending investment orders from Qtrade Direct Investing.

your finances, in the conversation

Ready to connect VS Code Copilot to Qtrade Direct Investing?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

Start your free trial →

VS Code Copilot setup guide Qtrade Direct Investing details MCP tools reference

keep exploring ✦

Use Qtrade Direct Investing with another agent

The same BankSync MCP server and API key work with every one of these.

BankSync is not affiliated with, endorsed by, or an official partner of VS Code Copilot or Qtrade Direct Investing. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.