Use Relevance AI with RBC Dominion Securities
BankSync's MCP server can let Relevance AI query supported RBC Dominion Securities 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 Dominion Securities or Relevance AI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Relevance AI to RBC Dominion Securities
Search for RBC Dominion Securities in BankSync
Sign up for BankSync and, if RBC Dominion Securities 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 RBC Dominion Securities transactions, balances, and more using natural language.
Relevance AI MCP Configuration
Add this configuration to let Relevance AI query supported RBC Dominion Securities 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 RBC Dominion Securities
Accounts
List the RBC Dominion Securities accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported RBC Dominion Securities transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported RBC Dominion Securities accounts.
Holdings
View supported investment positions, quantities, and market values from RBC Dominion Securities.
Trades
Access supported investment trade and activity history from RBC Dominion Securities.
Loans
Check supported loan balances and provider-supplied liability details from RBC Dominion Securities.
Ready to connect Relevance AI to RBC Dominion Securities?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use RBC Dominion Securities with another agent
The same BankSync MCP server and API key work with every one of these.
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Institutions in the same market that Relevance AI can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Relevance AI or RBC Dominion Securities. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.