Use Gemini CLI with TD Direct Investing

BankSync's MCP server can let Gemini CLI query supported TD Direct Investing 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 Direct Investing or Gemini CLI. Names are used only to describe potential account-data coverage and client compatibility.

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How to connect Gemini CLI to TD Direct Investing

Search for TD Direct Investing in BankSync

Sign up for BankSync and, if TD Direct Investing 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 Gemini CLI

Add the BankSync MCP server to Gemini CLI using your API key. Follow our Gemini CLI setup guide for step-by-step instructions.

Start querying

Ask Gemini CLI about supported TD Direct Investing transactions, balances, and more using natural language.

Gemini CLI MCP Configuration

Add this configuration to let Gemini CLI query supported TD Direct Investing account data through BankSync.

Gemini CLI Config

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

What Gemini CLI can access from TD Direct Investing

Transactions

Query TD Direct Investing transactions by date range with merchant details, amounts, and categories.

Balances

Get live current and available balances for all your TD Direct Investing accounts.

Accounts

List all checking, savings, and investment accounts linked through TD Direct Investing.

Holdings

View investment positions, quantities, and market values from TD Direct Investing brokerage accounts.

Trades

Access buy/sell/dividend transactions from your TD Direct Investing investment accounts.

Loans

Check outstanding balances, interest rates, and payment schedules for TD Direct Investing loans.

Ready to connect Gemini CLI to TD Direct Investing?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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Gemini CLI Setup Guide|TD Direct Investing Details|Gemini CLI + BankSync|MCP Tools Reference

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