Wealthsimple
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Use Devin with Wealthsimple

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

United StatesPlatformMCP Connected

How to connect Devin to Wealthsimple

Creating a BankSync API key for an AI agent

one key, every agent

1

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.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

Configure Devin

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

4

Start querying

Ask Devin about supported Wealthsimple transactions, balances, and more using natural language.

Devin MCP Configuration

Add this configuration to let Devin query supported Wealthsimple account data through BankSync.

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

What Devin can access from Wealthsimple

Accounts

List the Wealthsimple accounts connected through BankSync and visible to the API key scopes you grant.

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.

Orders

Access supported open and pending investment orders from Wealthsimple.

your finances, in the conversation

Ready to connect Devin to Wealthsimple?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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

Devin Access to Supported Wealthsimple Account Data | BankSync