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