Use Windsurf with Wealthsimple
BankSync's MCP server can let Windsurf query supported Wealthsimple 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 or Windsurf. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Windsurf to Wealthsimple
Search for Wealthsimple in BankSync
Sign up for BankSync and, if Wealthsimple 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 Windsurf
Add the BankSync MCP server to Windsurf using your API key. Follow our Windsurf setup guide for step-by-step instructions.
Start querying
Ask Windsurf about supported Wealthsimple transactions, balances, and more using natural language.
Windsurf MCP Configuration
Add this configuration to let Windsurf query supported Wealthsimple account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Windsurf can access from Wealthsimple
Accounts
List the Wealthsimple accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Wealthsimple transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Wealthsimple accounts.
Holdings
View supported investment positions, quantities, and market values from Wealthsimple.
Trades
Access supported investment trade and activity history from Wealthsimple.
Loans
Check supported loan balances and provider-supplied liability details from Wealthsimple.
Ready to connect Windsurf to Wealthsimple?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with Windsurf
Institutions in the same market that Windsurf can query through BankSync MCP.
- Use TD Canada Trust with Windsurf🇨🇦 Canada
- Use CIBC with Windsurf🇨🇦 Canada
- Use Scotiabank with Windsurf🇨🇦 Canada
- Use BMO Bank of Montreal with Windsurf🇨🇦 Canada
- Use RBC Royal Bank with Windsurf🇨🇦 Canada
- Use American Express (Canada) with Windsurf🇨🇦 Canada
- Use Tangerine - Personal with Windsurf🇨🇦 Canada
- Use Desjardins with Windsurf🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Windsurf or Wealthsimple. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.