Use Claude Desktop with Baselane
BankSync's MCP server can let Claude Desktop query supported Baselane 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 Baselane or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop to Baselane
Search for Baselane in BankSync
Sign up for BankSync and, if Baselane 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 Baselane transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported Baselane 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 Baselane
Accounts
List the Baselane accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Baselane transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Baselane accounts.
Holdings
View supported investment positions, quantities, and market values from Baselane.
Trades
Access supported investment trade and activity history from Baselane.
Loans
Check supported loan balances and provider-supplied liability details from Baselane.
Ready to connect Claude Desktop to Baselane?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Baselane with another agent
The same BankSync MCP server and API key work with every one of these.
Other banks you can use with Claude Desktop
Institutions in the same market that Claude Desktop can query through BankSync MCP.
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- Use Bay Credit Union with Claude Desktop🇺🇸 United States
- Use Bright Start - College Savings Program (IL) - Individual with Claude Desktop🇺🇸 United States
- Use Manulife GRS with Claude Desktop🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Baselane. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.