BankSync
Wealthsimple (Canada)
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Use VS Code Copilot with Wealthsimple (Canada)

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

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How to connect VS Code Copilot 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 VS Code Copilot

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

4

Start querying

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

VS Code Copilot MCP Configuration

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

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

What VS Code Copilot 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 VS Code Copilot 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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VS Code Copilot 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 VS Code Copilot

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

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