Use Dify with Vested HR
BankSync's MCP server can let Dify query supported Vested HR 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 Vested HR or Dify. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Dify to Vested HR
Search for Vested HR in BankSync
Sign up for BankSync and, if Vested HR 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 Dify
Add the BankSync MCP server to Dify using your API key. Follow our Dify setup guide for step-by-step instructions.
Start querying
Ask Dify about supported Vested HR transactions, balances, and more using natural language.
Dify MCP Configuration
Add this configuration to let Dify query supported Vested HR account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Dify can access from Vested HR
Accounts
List the Vested HR accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Vested HR transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Vested HR accounts.
Holdings
View supported investment positions, quantities, and market values from Vested HR.
Trades
Access supported investment trade and activity history from Vested HR.
Loans
Check supported loan balances and provider-supplied liability details from Vested HR.
Ready to connect Dify to Vested HR?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Vested HR with another agent
The same BankSync MCP server and API key work with every one of these.
Other banks you can use with Dify
Institutions in the same market that Dify can query through BankSync MCP.
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- Use Citibank Online with Dify🇺🇸 United States
- Use Fidelity with Dify🇺🇸 United States
- Use Bank of America with Dify🇺🇸 United States
- Use Charles Schwab with Dify🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Dify or Vested HR. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.