Use Relevance AI with Wealthsimple (Canada)
BankSync's MCP server can let Relevance AI 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 Relevance AI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Relevance AI to Wealthsimple (Canada)
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 Relevance AI
Add the BankSync MCP server to Relevance AI using your API key. Follow our Relevance AI setup guide for step-by-step instructions.
Start querying
Ask Relevance AI about supported Wealthsimple (Canada) transactions, balances, and more using natural language.
Relevance AI MCP Configuration
Add this configuration to let Relevance AI query supported Wealthsimple (Canada) account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Relevance AI 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 Relevance AI to Wealthsimple (Canada)?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Wealthsimple (Canada) with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Wealthsimple (Canada) with ChatGPTOpenAI
- Use Wealthsimple (Canada) with Claude CodeAnthropic
- Use Wealthsimple (Canada) with Claude CoworkAnthropic
- Use Wealthsimple (Canada) with Claude DesktopAnthropic
- Use Wealthsimple (Canada) with CursorAnysphere
- Use Wealthsimple (Canada) with GeminiGoogle
- Use Wealthsimple (Canada) with GrokxAI
- Use Wealthsimple (Canada) with Hermes AgentNousResearch
Other banks you can use with Relevance AI
Institutions in the same market that Relevance AI can query through BankSync MCP.
- Use Scotiabank with Relevance AI🇨🇦 Canada
- Use TD Canada Trust with Relevance AI🇨🇦 Canada
- Use CIBC with Relevance AI🇨🇦 Canada
- Use American Express (Canada) with Relevance AI🇨🇦 Canada
- Use RBC Royal Bank with Relevance AI🇨🇦 Canada
- Use BMO Bank of Montreal with Relevance AI🇨🇦 Canada
- Use Desjardins with Relevance AI🇨🇦 Canada
- Use Tangerine - Personal with Relevance AI🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Relevance AI or Wealthsimple (Canada). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.