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