Alight - Ameriprise Financial
Use Claude Desktop with Alight - Ameriprise Financial
BankSync's MCP server can let Claude Desktop query supported Alight - Ameriprise Financial 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 Alight - Ameriprise Financial or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
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How to connect Claude Desktop to Alight - Ameriprise Financial
1
Search for Alight - Ameriprise Financial in BankSync
Sign up for BankSync and, if Alight - Ameriprise Financial 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 Claude Desktop
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
4
Start querying
Ask Claude Desktop about supported Alight - Ameriprise Financial transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported Alight - Ameriprise Financial account data through BankSync.
One-click install for the Claude Desktop app
Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.
Download banksync-mcp.mcpbClaude Desktop Config
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop can access from Alight - Ameriprise Financial
Accounts
List the Alight - Ameriprise Financial accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Alight - Ameriprise Financial transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Alight - Ameriprise Financial accounts.
Holdings
View supported investment positions, quantities, and market values from Alight - Ameriprise Financial.
Trades
Access supported investment trade and activity history from Alight - Ameriprise Financial.
Loans
Check supported loan balances and provider-supplied liability details from Alight - Ameriprise Financial.
your finances, in the conversation
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Alight - Ameriprise Financial. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.