Use Claude Desktop with Bank CMG
BankSync's MCP server connects Claude Desktop to Bank CMG, 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.
How to connect Claude Desktop to Bank CMG
Connect Bank CMG to BankSync
Sign up for BankSync and securely link your Bank CMG account through our secure connection.
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 your Bank CMG transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to connect Claude Desktop to your Bank CMG data.
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 Bank CMG
Transactions
Query Bank CMG transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Bank CMG accounts.
Accounts
List all checking, savings, and investment accounts linked through Bank CMG.
Holdings
View investment positions, quantities, and market values from Bank CMG brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Bank CMG investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Bank CMG loans.
Ready to connect Claude Desktop to Bank CMG?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Bank CMG. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.