BankSync's MCP server connects Sourcegraph Cody to Wex - Benefits, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your Wex - Benefits account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Sourcegraph Cody using your API key. Follow our Sourcegraph Cody setup guide for step-by-step instructions.
Ask Sourcegraph Cody about your Wex - Benefits transactions, balances, and more using natural language.
Add this configuration to connect Sourcegraph Cody to your Wex - Benefits data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Wex - Benefits transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Wex - Benefits accounts.
List all checking, savings, and investment accounts linked through Wex - Benefits.
View investment positions, quantities, and market values from Wex - Benefits brokerage accounts.
Access buy/sell/dividend transactions from your Wex - Benefits investment accounts.
Check outstanding balances, interest rates, and payment schedules for Wex - Benefits loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started Free