Use Claude Desktop with Assante - InvestorOnline

BankSync's MCP server can let Claude Desktop query supported Assante - InvestorOnline 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 Assante - InvestorOnline or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.

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Get Started Free Claude Desktop Setup Guide

How to connect Claude Desktop to Assante - InvestorOnline

Creating a BankSync API key for an AI agent — one key, every agent

Search for Assante - InvestorOnline in BankSync

Sign up for BankSync and, if Assante - InvestorOnline 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 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.

Start querying

Ask Claude Desktop about supported Assante - InvestorOnline transactions, balances, and more using natural language.

Claude Desktop MCP Configuration

Add this configuration to let Claude Desktop query supported Assante - InvestorOnline 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.mcpb

Claude Desktop Config

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

What Claude Desktop can access from Assante - InvestorOnline

Accounts

List the Assante - InvestorOnline accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Assante - InvestorOnline transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Assante - InvestorOnline accounts.

Holdings

View supported investment positions, quantities, and market values from Assante - InvestorOnline.

Trades

Access supported investment trade and activity history from Assante - InvestorOnline.

Loans

Check supported loan balances and provider-supplied liability details from Assante - InvestorOnline.

Ready to connect Claude Desktop to Assante - InvestorOnline?

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Claude Desktop setup guide Assante - InvestorOnline details MCP tools reference

Use Assante - InvestorOnline with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Claude Desktop

Institutions in the same market that Claude Desktop can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Assante - InvestorOnline. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.