Use Relevance AI with Wells Fargo

BankSync's MCP server can let Relevance AI query supported Wells Fargo 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 Wells Fargo or Relevance AI. Names are used only to describe potential account-data coverage and client compatibility.

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How to connect Relevance AI to Wells Fargo

Creating a BankSync API key for an AI agent

one key, every agent

Search for Wells Fargo in BankSync

Sign up for BankSync and, if Wells Fargo 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 Relevance AI

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

Start querying

Ask Relevance AI about supported Wells Fargo transactions, balances, and more using natural language.

Relevance AI MCP Configuration

Add this configuration to let Relevance AI query supported Wells Fargo account data through BankSync.

Relevance AI Config

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

What Relevance AI can access from Wells Fargo

Accounts

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

Balances

Get current and available balances for supported Wells Fargo accounts.

Holdings

View supported investment positions, quantities, and market values from Wells Fargo.

Trades

Access supported investment trade and activity history from Wells Fargo.

Orders

Access supported open and pending investment orders from Wells Fargo.

your finances, in the conversation

Ready to connect Relevance AI to Wells Fargo?

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

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Relevance AI setup guide Wells Fargo details MCP tools reference

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