Use Roo Code with Schwab
BankSync's MCP server can let Roo Code 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 Roo Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Roo Code to Schwab
one key, every agent
Search for Schwab in BankSync
Sign up for BankSync and, if Schwab 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 Schwab transactions, balances, and more using natural language.
Roo Code MCP Configuration
Add this configuration to let Roo Code query supported Schwab 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 Schwab
Accounts
List the Schwab accounts connected through BankSync and visible to the API key scopes you grant.
Balances
Get current and available balances for supported Schwab accounts.
Holdings
View supported investment positions, quantities, and market values from Schwab.
Trades
Access supported investment trade and activity history from Schwab.
Orders
Access supported open and pending investment orders from Schwab.
Ready to connect Roo Code to Schwab?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Roo Code or Schwab. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.