BankSync's MCP server connects Claude Desktop to TrailWest Bank, 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 TrailWest Bank account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Ask Claude Desktop about your TrailWest Bank transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your TrailWest Bank data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query TrailWest Bank transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your TrailWest Bank accounts.
List all checking, savings, and investment accounts linked through TrailWest Bank.
View investment positions, quantities, and market values from TrailWest Bank brokerage accounts.
Access buy/sell/dividend transactions from your TrailWest Bank investment accounts.
Check outstanding balances, interest rates, and payment schedules for TrailWest Bank loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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