BankSync's MCP server connects Claude Code to BBVA Compass Investment Solutions, 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 BBVA Compass Investment Solutions account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your BBVA Compass Investment Solutions transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your BBVA Compass Investment Solutions data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query BBVA Compass Investment Solutions transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your BBVA Compass Investment Solutions accounts.
List all checking, savings, and investment accounts linked through BBVA Compass Investment Solutions.
View investment positions, quantities, and market values from BBVA Compass Investment Solutions brokerage accounts.
Access buy/sell/dividend transactions from your BBVA Compass Investment Solutions investment accounts.
Check outstanding balances, interest rates, and payment schedules for BBVA Compass Investment Solutions loans.
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