Use Claude Desktop with Benjamin Edwards - NetXInvestor
BankSync's MCP server connects Claude Desktop to Benjamin Edwards - NetXInvestor, 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.
How to connect Claude Desktop to Benjamin Edwards - NetXInvestor
Connect Benjamin Edwards - NetXInvestor to BankSync
Sign up for BankSync and securely link your Benjamin Edwards - NetXInvestor account through our secure connection.
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 your Benjamin Edwards - NetXInvestor transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to connect Claude Desktop to your Benjamin Edwards - NetXInvestor data.
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 Benjamin Edwards - NetXInvestor
Transactions
Query Benjamin Edwards - NetXInvestor transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Benjamin Edwards - NetXInvestor accounts.
Accounts
List all checking, savings, and investment accounts linked through Benjamin Edwards - NetXInvestor.
Holdings
View investment positions, quantities, and market values from Benjamin Edwards - NetXInvestor brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Benjamin Edwards - NetXInvestor investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Benjamin Edwards - NetXInvestor loans.
Ready to connect Claude Desktop to Benjamin Edwards - NetXInvestor?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Benjamin Edwards - NetXInvestor. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.