Use Claude Desktop with Banque de Patrimoines Prives
BankSync's MCP server can let Claude Desktop query supported Banque de Patrimoines Prives 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 Banque de Patrimoines Prives or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop to Banque de Patrimoines Prives
one key, every agent
Search for Banque de Patrimoines Prives in BankSync
Sign up for BankSync and, if Banque de Patrimoines Prives is available, link your account through a provider-hosted or bank-hosted authorization flow.
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 supported Banque de Patrimoines Prives transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported Banque de Patrimoines Prives 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{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop can access from Banque de Patrimoines Prives
Accounts
List the Banque de Patrimoines Prives accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Banque de Patrimoines Prives transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Banque de Patrimoines Prives accounts.
Ready to connect Claude Desktop to Banque de Patrimoines Prives?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Banque de Patrimoines Prives. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.