BankSync's MCP server connects Claude Code to ATB - Investor Connect, 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 ATB - Investor Connect account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your ATB - Investor Connect transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your ATB - Investor Connect data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query ATB - Investor Connect transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your ATB - Investor Connect accounts.
List all checking, savings, and investment accounts linked through ATB - Investor Connect.
View investment positions, quantities, and market values from ATB - Investor Connect brokerage accounts.
Access buy/sell/dividend transactions from your ATB - Investor Connect investment accounts.
Check outstanding balances, interest rates, and payment schedules for ATB - Investor Connect loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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