Use Claude Code with Altruist
BankSync's MCP server can let Claude Code query supported Altruist 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 Altruist or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Altruist
Search for Altruist in BankSync
Sign up for BankSync and, if Altruist is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported Altruist transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Altruist account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
claude mcp add --transport http banksync https://mcp.banksync.ioWhat Claude Code can access from Altruist
Accounts
List the Altruist accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Altruist transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Altruist accounts.
Holdings
View supported investment positions, quantities, and market values from Altruist.
Trades
Access supported investment trade and activity history from Altruist.
Loans
Check supported loan balances and provider-supplied liability details from Altruist.
Ready to connect Claude Code to Altruist?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Altruist with another agent
The same BankSync MCP server and API key work with every one of these.
Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
- Use Valley Bank - Personal with Claude Code🇺🇸 United States
- Use FM Bank (MN) - Business with Claude Code🇺🇸 United States
- Use Valley Bank of Nevada - Business with Claude Code🇺🇸 United States
- Use Axos Bank with Claude Code🇺🇸 United States
- Use Alight - UBS with Claude Code🇺🇸 United States
- Use Bay Credit Union with Claude Code🇺🇸 United States
- Use Bright Start - College Savings Program (IL) - Individual with Claude Code🇺🇸 United States
- Use Manulife GRS with Claude Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Altruist. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.