Use Claude Desktop with Betterment
BankSync's MCP server can let Claude Desktop query supported Betterment 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 Betterment or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop to Betterment
Search for Betterment in BankSync
Sign up for BankSync and, if Betterment 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 Betterment transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported Betterment 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 Betterment
Transactions
Query Betterment transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Betterment accounts.
Accounts
List all checking, savings, and investment accounts linked through Betterment.
Holdings
View investment positions, quantities, and market values from Betterment brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Betterment investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Betterment loans.
Ready to connect Claude Desktop to Betterment?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Betterment. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.