Use Roo Code with Wealthsimple (Canada)

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

CanadaIDEMCP Connected

Get Started Free Roo Code Setup Guide

How to connect Roo Code to Wealthsimple (Canada)

Creating a BankSync API key for an AI agent — 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 Roo Code

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

Start querying

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

Roo Code MCP Configuration

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

Roo Code Config

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

What Roo Code 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 Roo Code 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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Roo Code setup guide Wealthsimple (Canada) details MCP tools reference

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 Roo Code

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

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