BankSync's MCP server can let Sourcegraph Cody 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 Sourcegraph Cody. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if TD Direct Investing is available, link your account through a provider-hosted or bank-hosted authorization flow.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Sourcegraph Cody using your API key. Follow our Sourcegraph Cody setup guide for step-by-step instructions.
Ask Sourcegraph Cody about supported TD Direct Investing transactions, balances, and more using natural language.
Add this configuration to let Sourcegraph Cody query supported TD Direct Investing account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query TD Direct Investing transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your TD Direct Investing accounts.
List all checking, savings, and investment accounts linked through TD Direct Investing.
View investment positions, quantities, and market values from TD Direct Investing brokerage accounts.
Access buy/sell/dividend transactions from your TD Direct Investing investment accounts.
Check outstanding balances, interest rates, and payment schedules for TD Direct Investing 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 Sourcegraph Cody 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.