BankSync
Banco de Investimento Global (PT)
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Use Claude Desktop with Banco de Investimento Global (PT)

BankSync's MCP server can let Claude Desktop query supported Banco de Investimento Global (PT) 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 Banco de Investimento Global (PT) 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 Banco de Investimento Global (PT)

Creating a BankSync API key for an AI agent

one key, every agent

1

Search for Banco de Investimento Global (PT) in BankSync

Sign up for BankSync and, if Banco de Investimento Global (PT) 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 Banco de Investimento Global (PT) transactions, balances, and more using natural language.

Claude Desktop MCP Configuration

Add this configuration to let Claude Desktop query supported Banco de Investimento Global (PT) 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 Banco de Investimento Global (PT)

Accounts

List the Banco de Investimento Global (PT) accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Banco de Investimento Global (PT) transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Banco de Investimento Global (PT) accounts.

Holdings

View supported investment positions, quantities, and market values from Banco de Investimento Global (PT).

Trades

Access supported investment trade and activity history from Banco de Investimento Global (PT).

Loans

Check supported loan balances and provider-supplied liability details from Banco de Investimento Global (PT).

your finances, in the conversation

Ready to connect Claude Desktop to Banco de Investimento Global (PT)?

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keep exploring ✦

Use Banco de Investimento Global (PT) 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 Banco de Investimento Global (PT). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.