BankSync's MCP server connects Claude Desktop to Bank of the James - Business Suite, 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 the James - Business Suite account through our secure connection.
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 the James - Business Suite transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Bank of the James - Business Suite data.
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"
}
}
}
}Query Bank of the James - Business Suite transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Bank of the James - Business Suite accounts.
List all checking, savings, and investment accounts linked through Bank of the James - Business Suite.
View investment positions, quantities, and market values from Bank of the James - Business Suite brokerage accounts.
Access buy/sell/dividend transactions from your Bank of the James - Business Suite investment accounts.
Check outstanding balances, interest rates, and payment schedules for Bank of the James - Business Suite loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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