Use LM Studio with Wealthsimple
BankSync's MCP server can let LM Studio 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 LM Studio. Names are used only to describe potential account-data coverage and client compatibility.
How to connect LM Studio to Wealthsimple
one key, every agent
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 LM Studio
Add the BankSync MCP server to LM Studio using your API key. Follow our LM Studio setup guide for step-by-step instructions.
Start querying
Ask LM Studio about supported Wealthsimple transactions, balances, and more using natural language.
LM Studio MCP Configuration
Add this configuration to let LM Studio query supported Wealthsimple account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What LM Studio 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.
Ready to connect LM Studio 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 LM Studio or Wealthsimple. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.