Use Claude Code with Bank of Columbia
BankSync's MCP server can let Claude Code query supported Bank of Columbia 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 Bank of Columbia or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Bank of Columbia
Search for Bank of Columbia in BankSync
Sign up for BankSync and, if Bank of Columbia is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported Bank of Columbia transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Bank of Columbia account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
claude mcp add --transport http banksync https://mcp.banksync.ioWhat Claude Code can access from Bank of Columbia
Accounts
List the Bank of Columbia accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Bank of Columbia transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Bank of Columbia accounts.
Holdings
View supported investment positions, quantities, and market values from Bank of Columbia.
Trades
Access supported investment trade and activity history from Bank of Columbia.
Loans
Check supported loan balances and provider-supplied liability details from Bank of Columbia.
Ready to connect Claude Code to Bank of Columbia?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Bank of Columbia with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Bank of Columbia with ChatGPTOpenAI
- Use Bank of Columbia with Claude CoworkAnthropic
- Use Bank of Columbia with Claude DesktopAnthropic
- Use Bank of Columbia with CursorAnysphere
- Use Bank of Columbia with GeminiGoogle
- Use Bank of Columbia with GrokxAI
- Use Bank of Columbia with Hermes AgentNousResearch
- Use Bank of Columbia with Meta MuseMeta
Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
- Use Chase with Claude Code🇺🇸 United States
- Use American Express with Claude Code🇺🇸 United States
- Use Capital One with Claude Code🇺🇸 United States
- Use Bank of America with Claude Code🇺🇸 United States
- Use Wells Fargo with Claude Code🇺🇸 United States
- Use Citibank Online with Claude Code🇺🇸 United States
- Use Fidelity with Claude Code🇺🇸 United States
- Use Charles Schwab with Claude Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Bank of Columbia. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.