Use Claude Desktop with AssetMark eWealthmanager
BankSync's MCP server can let Claude Desktop query supported AssetMark eWealthmanager 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 AssetMark eWealthmanager or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop to AssetMark eWealthmanager
Search for AssetMark eWealthmanager in BankSync
Sign up for BankSync and, if AssetMark eWealthmanager 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 AssetMark eWealthmanager transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported AssetMark eWealthmanager 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{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop can access from AssetMark eWealthmanager
Accounts
List the AssetMark eWealthmanager accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported AssetMark eWealthmanager transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported AssetMark eWealthmanager accounts.
Holdings
View supported investment positions, quantities, and market values from AssetMark eWealthmanager.
Trades
Access supported investment trade and activity history from AssetMark eWealthmanager.
Loans
Check supported loan balances and provider-supplied liability details from AssetMark eWealthmanager.
Ready to connect Claude Desktop to AssetMark eWealthmanager?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use AssetMark eWealthmanager with another agent
The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with Claude Desktop
Institutions in the same market that Claude Desktop can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or AssetMark eWealthmanager. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.