BankSync
Wealthsimple (Canada)
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Use Cursor with Wealthsimple (Canada)

BankSync's MCP server can let Cursor 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 Cursor. Names are used only to describe potential account-data coverage and client compatibility.

CanadaIDEMCP Connected
Get Started FreeCursor Setup Guide

How to connect Cursor to Wealthsimple (Canada)

Creating a BankSync API key for an AI agent

one key, every agent

1

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.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

Configure Cursor

Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.

4

Start querying

Ask Cursor about supported Wealthsimple (Canada) transactions, balances, and more using natural language.

Cursor MCP Configuration

Add this configuration to let Cursor query supported Wealthsimple (Canada) account data through BankSync.

Cursor Config
{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Cursor 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).

your finances, in the conversation

Ready to connect Cursor 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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Cursor setup guideWealthsimple (Canada) detailsMCP tools reference

keep exploring ✦

Use Wealthsimple (Canada) with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Cursor

Institutions in the same market that Cursor can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Cursor or Wealthsimple (Canada). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.