Use Codex with The Exchange State Bank
BankSync's MCP server can let Codex query supported The Exchange State Bank 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 The Exchange State Bank or Codex. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Codex to The Exchange State Bank
one key, every agent
Search for The Exchange State Bank in BankSync
Sign up for BankSync and, if The Exchange State Bank 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 Codex
Add the BankSync MCP server to Codex using your API key. Follow our Codex setup guide for step-by-step instructions.
Start querying
Ask Codex about supported The Exchange State Bank transactions, balances, and more using natural language.
Codex MCP Configuration
Add this configuration to let Codex query supported The Exchange State Bank account data through BankSync.
[mcp_servers.banksync]
url = "https://mcp.banksync.io"
[mcp_servers.banksync.http_headers]
X-API-Key = "bsk_your_key_here"What Codex can access from The Exchange State Bank
Accounts
List the The Exchange State Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported The Exchange State Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported The Exchange State Bank accounts.
Holdings
View supported investment positions, quantities, and market values from The Exchange State Bank.
Trades
Access supported investment trade and activity history from The Exchange State Bank.
Loans
Check supported loan balances and provider-supplied liability details from The Exchange State Bank.
Ready to connect Codex to The Exchange State Bank?
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BankSync is not affiliated with, endorsed by, or an official partner of Codex or The Exchange State Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.