Billings and Company
Use Claude Code with Billings and Company
BankSync's MCP server can let Claude Code query supported Billings and Company 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 Billings and Company or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
United StatesTerminalMCP Connected
How to connect Claude Code to Billings and Company
1
Search for Billings and Company in BankSync
Sign up for BankSync and, if Billings and Company is available, link your account through a provider-hosted or bank-hosted authorization flow.
2
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
3
Configure Claude Code
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
4
Start querying
Ask Claude Code about supported Billings and Company transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Billings and Company account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
Terminal
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"What Claude Code can access from Billings and Company
Accounts
List the Billings and Company accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Billings and Company transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Billings and Company accounts.
Holdings
View supported investment positions, quantities, and market values from Billings and Company.
Trades
Access supported investment trade and activity history from Billings and Company.
Loans
Check supported loan balances and provider-supplied liability details from Billings and Company.
your finances, in the conversation
Ready to connect Claude Code to Billings and Company?
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Billings and Company. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.