BankSync's MCP server connects JetBrains to Wealthfront, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your Wealthfront account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to JetBrains using your API key. Follow our JetBrains setup guide for step-by-step instructions.
Ask JetBrains about your Wealthfront transactions, balances, and more using natural language.
Add this configuration to connect JetBrains to your Wealthfront data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Wealthfront transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Wealthfront accounts.
List all checking, savings, and investment accounts linked through Wealthfront.
View investment positions, quantities, and market values from Wealthfront brokerage accounts.
Access buy/sell/dividend transactions from your Wealthfront investment accounts.
Check outstanding balances, interest rates, and payment schedules for Wealthfront loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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