Use Pieces with Tangerine - Personal
BankSync's MCP server can let Pieces query supported Tangerine - Personal 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 Tangerine - Personal or Pieces. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Pieces to Tangerine - Personal
Search for Tangerine - Personal in BankSync
Sign up for BankSync and, if Tangerine - Personal 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 Pieces
Add the BankSync MCP server to Pieces using your API key. Follow our Pieces setup guide for step-by-step instructions.
Start querying
Ask Pieces about supported Tangerine - Personal transactions, balances, and more using natural language.
Pieces MCP Configuration
Add this configuration to let Pieces query supported Tangerine - Personal account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Pieces can access from Tangerine - Personal
Accounts
List the Tangerine - Personal accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Tangerine - Personal transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Tangerine - Personal accounts.
Holdings
View supported investment positions, quantities, and market values from Tangerine - Personal.
Trades
Access supported investment trade and activity history from Tangerine - Personal.
Loans
Check supported loan balances and provider-supplied liability details from Tangerine - Personal.
Ready to connect Pieces to Tangerine - Personal?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Tangerine - Personal with another agent
The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with Pieces
Institutions in the same market that Pieces can query through BankSync MCP.
- Use Wealthsimple (Canada) with Pieces🇨🇦 Canada
- Use TD Canada Trust with Pieces🇨🇦 Canada
- Use CIBC with Pieces🇨🇦 Canada
- Use Scotiabank with Pieces🇨🇦 Canada
- Use RBC Royal Bank with Pieces🇨🇦 Canada
- Use American Express (Canada) with Pieces🇨🇦 Canada
- Use BMO Bank of Montreal with Pieces🇨🇦 Canada
- Use Desjardins with Pieces🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Pieces or Tangerine - Personal. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.