BankSync's MCP server connects Codex to Scale PEO, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your Scale PEO account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Codex using your API key. Follow our Codex setup guide for step-by-step instructions.
Ask Codex about your Scale PEO transactions, balances, and more using natural language.
Add this configuration to connect Codex to your Scale PEO data.
[mcp_servers.banksync]
url = "https://mcp.banksync.io"
[mcp_servers.banksync.http_headers]
X-API-Key = "bsk_your_key_here"Query Scale PEO transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Scale PEO accounts.
List all checking, savings, and investment accounts linked through Scale PEO.
View investment positions, quantities, and market values from Scale PEO brokerage accounts.
Access buy/sell/dividend transactions from your Scale PEO investment accounts.
Check outstanding balances, interest rates, and payment schedules for Scale PEO loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Codex or Scale PEO. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.