Use Windsurf with RBC Direct Investing
BankSync's MCP server can let Windsurf 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 Windsurf. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Windsurf to RBC Direct Investing
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.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Windsurf
Add the BankSync MCP server to Windsurf using your API key. Follow our Windsurf setup guide for step-by-step instructions.
Start querying
Ask Windsurf about supported RBC Direct Investing transactions, balances, and more using natural language.
Windsurf MCP Configuration
Add this configuration to let Windsurf query supported RBC Direct Investing account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Windsurf 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 Windsurf 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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Other banks you can use with Windsurf
Institutions in the same market that Windsurf can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Windsurf 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.