Use Roo Code with Syndeo
BankSync's MCP server can let Roo Code query supported Syndeo 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 Syndeo or Roo Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Roo Code to Syndeo
Search for Syndeo in BankSync
Sign up for BankSync and, if Syndeo 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 Syndeo transactions, balances, and more using natural language.
Roo Code MCP Configuration
Add this configuration to let Roo Code query supported Syndeo 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 Syndeo
Accounts
List the Syndeo accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Syndeo transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Syndeo accounts.
Holdings
View supported investment positions, quantities, and market values from Syndeo.
Trades
Access supported investment trade and activity history from Syndeo.
Loans
Check supported loan balances and provider-supplied liability details from Syndeo.
Ready to connect Roo Code to Syndeo?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Syndeo with another agent
The same BankSync MCP server and API key work with every one of these.
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 Syndeo. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.