Use Roo Code with TD Canada Trust

BankSync's MCP server can let Roo Code query supported TD Canada Trust 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 TD Canada Trust or Roo Code. Names are used only to describe potential account-data coverage and client compatibility.

CanadaIDEMCP Connected

Get Started Free Roo Code Setup Guide

How to connect Roo Code to TD Canada Trust

Creating a BankSync API key for an AI agent — one key, every agent

Search for TD Canada Trust in BankSync

Sign up for BankSync and, if TD Canada Trust 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 TD Canada Trust transactions, balances, and more using natural language.

Roo Code MCP Configuration

Add this configuration to let Roo Code query supported TD Canada Trust account data through BankSync.

Roo Code Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Roo Code can access from TD Canada Trust

Accounts

List the TD Canada Trust accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported TD Canada Trust transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported TD Canada Trust accounts.

Holdings

View supported investment positions, quantities, and market values from TD Canada Trust.

Trades

Access supported investment trade and activity history from TD Canada Trust.

Loans

Check supported loan balances and provider-supplied liability details from TD Canada Trust.

Ready to connect Roo Code to TD Canada Trust?

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Roo Code setup guide TD Canada Trust details MCP tools reference

Use TD Canada Trust 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.

BankSync is not affiliated with, endorsed by, or an official partner of Roo Code or TD Canada Trust. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.