BankSync's MCP server can let Relevance AI query supported Schwab 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 Schwab or Relevance AI. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if Schwab is available, link your account through a provider-hosted or bank-hosted authorization flow.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Relevance AI using your API key. Follow our Relevance AI setup guide for step-by-step instructions.
Ask Relevance AI about supported Schwab transactions, balances, and more using natural language.
Add this configuration to let Relevance AI query supported Schwab account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Schwab transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Schwab accounts.
List all checking, savings, and investment accounts linked through Schwab.
View investment positions, quantities, and market values from Schwab brokerage accounts.
Access buy/sell/dividend transactions from your Schwab investment accounts.
Check outstanding balances, interest rates, and payment schedules for Schwab 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 Relevance AI or Schwab. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.