Use Codex with Union Bank and Trust Company
BankSync's MCP server can let Codex query supported Union Bank and Trust Company 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 Union Bank and Trust Company or Codex. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Codex to Union Bank and Trust Company
one key, every agent
Search for Union Bank and Trust Company in BankSync
Sign up for BankSync and, if Union Bank and Trust Company 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 Union Bank and Trust Company transactions, balances, and more using natural language.
Codex MCP Configuration
Add this configuration to let Codex query supported Union Bank and Trust Company 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 Union Bank and Trust Company
Accounts
List the Union Bank and Trust Company accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Union Bank and Trust Company transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Union Bank and Trust Company accounts.
Holdings
View supported investment positions, quantities, and market values from Union Bank and Trust Company.
Trades
Access supported investment trade and activity history from Union Bank and Trust Company.
Loans
Check supported loan balances and provider-supplied liability details from Union Bank and Trust Company.
Ready to connect Codex to Union Bank and Trust Company?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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BankSync is not affiliated with, endorsed by, or an official partner of Codex or Union Bank and Trust Company. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.