BankSync's MCP server connects Devin to Stifel Bank - Personal, 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 Stifel Bank - Personal account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Devin using your API key. Follow our Devin setup guide for step-by-step instructions.
Ask Devin about your Stifel Bank - Personal transactions, balances, and more using natural language.
Add this configuration to connect Devin to your Stifel Bank - Personal data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Stifel Bank - Personal transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Stifel Bank - Personal accounts.
List all checking, savings, and investment accounts linked through Stifel Bank - Personal.
View investment positions, quantities, and market values from Stifel Bank - Personal brokerage accounts.
Access buy/sell/dividend transactions from your Stifel Bank - Personal investment accounts.
Check outstanding balances, interest rates, and payment schedules for Stifel Bank - Personal 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 Devin or Stifel Bank - Personal. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.