Use Sourcegraph Cody with Wealthsimple (Canada)
BankSync's MCP server can let Sourcegraph Cody 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 Sourcegraph Cody. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Sourcegraph Cody 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 Sourcegraph Cody
Add the BankSync MCP server to Sourcegraph Cody using your API key. Follow our Sourcegraph Cody setup guide for step-by-step instructions.
Start querying
Ask Sourcegraph Cody about supported Wealthsimple (Canada) transactions, balances, and more using natural language.
Sourcegraph Cody MCP Configuration
Add this configuration to let Sourcegraph Cody query supported Wealthsimple (Canada) account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Sourcegraph Cody 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 Sourcegraph Cody 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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Other banks you can use with Sourcegraph Cody
Institutions in the same market that Sourcegraph Cody can query through BankSync MCP.
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- Use RBC Royal Bank with Sourcegraph Cody🇨🇦 Canada
- Use TD Canada Trust - WebBroker with Sourcegraph Cody🇨🇦 Canada
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- Use Interactive Brokers - CA with Sourcegraph Cody🇨🇦 Canada
- Use Desjardins with Sourcegraph Cody🇨🇦 Canada
- Use Quinte First Credit Union - Online Banking with Sourcegraph Cody🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Sourcegraph Cody or Wealthsimple (Canada). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.