Use Roo Code with Relay Financial
BankSync's MCP server can let Roo Code query supported Relay Financial 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 Relay Financial or Roo Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Roo Code to Relay Financial
Search for Relay Financial in BankSync
Sign up for BankSync and, if Relay Financial 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 Roo Code
Add the BankSync MCP server to Roo Code using your API key. Follow our Roo Code setup guide for step-by-step instructions.
Start querying
Ask Roo Code about supported Relay Financial transactions, balances, and more using natural language.
Roo Code MCP Configuration
Add this configuration to let Roo Code query supported Relay Financial account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Roo Code can access from Relay Financial
Accounts
List the Relay Financial accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Relay Financial transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Relay Financial accounts.
Holdings
View supported investment positions, quantities, and market values from Relay Financial.
Trades
Access supported investment trade and activity history from Relay Financial.
Loans
Check supported loan balances and provider-supplied liability details from Relay Financial.
Ready to connect Roo Code to Relay Financial?
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 Roo Code
Institutions in the same market that Roo Code can query through BankSync MCP.
- Use Chase with Roo Code🇺🇸 United States
- Use American Express with Roo Code🇺🇸 United States
- Use Capital One with Roo Code🇺🇸 United States
- Use Wells Fargo with Roo Code🇺🇸 United States
- Use Citibank Online with Roo Code🇺🇸 United States
- Use Fidelity with Roo Code🇺🇸 United States
- Use Bank of America with Roo Code🇺🇸 United States
- Use Charles Schwab with Roo Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Roo Code or Relay Financial. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.