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RBC Direct Investing
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Sourcegraph Cody

Use Sourcegraph Cody with RBC Direct Investing

BankSync's MCP server can let Sourcegraph Cody query supported RBC 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 RBC Direct Investing or Sourcegraph Cody. Names are used only to describe potential account-data coverage and client compatibility.

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How to connect Sourcegraph Cody to RBC Direct Investing

Creating a BankSync API key for an AI agent
one key, every agent
1

Search for RBC Direct Investing in BankSync

Sign up for BankSync and, if RBC Direct Investing is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

Configure Sourcegraph Cody

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

4

Start querying

Ask Sourcegraph Cody about supported RBC Direct Investing transactions, balances, and more using natural language.

Sourcegraph Cody MCP Configuration

Add this configuration to let Sourcegraph Cody query supported RBC Direct Investing account data through BankSync.

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

What Sourcegraph Cody can access from RBC Direct Investing

Accounts

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

Transactions

Query supported RBC Direct Investing transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

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

Holdings

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

Trades

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

Loans

Check supported loan balances and provider-supplied liability details from RBC Direct Investing.

Ready to connect Sourcegraph Cody to RBC Direct Investing?

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

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Sourcegraph Cody setup guideRBC Direct Investing detailsMCP tools reference

Use RBC Direct Investing with another agent

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

Other banks you can use with Sourcegraph Cody

Institutions in the same market that Sourcegraph Cody can query through BankSync MCP.

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