Use Codex with Wealthsimple (Canada)
BankSync's MCP server can let Codex query supported Wealthsimple (Canada) 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 Wealthsimple (Canada) or Codex. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Codex to Wealthsimple (Canada)
one key, every agent
Search for Wealthsimple (Canada) in BankSync
Sign up for BankSync and, if Wealthsimple (Canada) 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 Wealthsimple (Canada) transactions, balances, and more using natural language.
Codex MCP Configuration
Add this configuration to let Codex query supported Wealthsimple (Canada) 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 Wealthsimple (Canada)
Accounts
List the Wealthsimple (Canada) accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Wealthsimple (Canada) transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Wealthsimple (Canada) accounts.
Holdings
View supported investment positions, quantities, and market values from Wealthsimple (Canada).
Trades
Access supported investment trade and activity history from Wealthsimple (Canada).
Loans
Check supported loan balances and provider-supplied liability details from Wealthsimple (Canada).
Ready to connect Codex to Wealthsimple (Canada)?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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Use Wealthsimple (Canada) with another agent
The same BankSync MCP server and API key work with every one of these.
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- Use Wealthsimple (Canada) with OpenClawOpenClaw
Other banks you can use with Codex
Institutions in the same market that Codex can query through BankSync MCP.
- Use EQ Bank with Codex🇨🇦 Canada
- Use American Express (Canada) with Codex🇨🇦 Canada
- Use RBC Royal Bank with Codex🇨🇦 Canada
- Use TD Canada Trust - WebBroker with Codex🇨🇦 Canada
- Use TD Canada Trust with Codex🇨🇦 Canada
- Use Interactive Brokers - CA with Codex🇨🇦 Canada
- Use Desjardins with Codex🇨🇦 Canada
- Use Quinte First Credit Union - Online Banking with Codex🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Codex or Wealthsimple (Canada). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.