Use Claude Desktop with BlueShore Financial - Online Banking

BankSync's MCP server can let Claude Desktop query supported BlueShore Financial - Online Banking 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 BlueShore Financial - Online Banking or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.

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Get Started Free Claude Desktop Setup Guide

How to connect Claude Desktop to BlueShore Financial - Online Banking

Search for BlueShore Financial - Online Banking in BankSync

Sign up for BankSync and, if BlueShore Financial - Online Banking 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 BlueShore Financial - Online Banking transactions, balances, and more using natural language.

Claude Desktop MCP Configuration

Add this configuration to let Claude Desktop query supported BlueShore Financial - Online Banking 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

Claude Desktop Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Desktop can access from BlueShore Financial - Online Banking

Accounts

List the BlueShore Financial - Online Banking accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported BlueShore Financial - Online Banking transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported BlueShore Financial - Online Banking accounts.

Holdings

View supported investment positions, quantities, and market values from BlueShore Financial - Online Banking.

Trades

Access supported investment trade and activity history from BlueShore Financial - Online Banking.

Loans

Check supported loan balances and provider-supplied liability details from BlueShore Financial - Online Banking.

your finances, in the conversation

Ready to connect Claude Desktop to BlueShore Financial - Online Banking?

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Claude Desktop setup guide BlueShore Financial - Online Banking details MCP tools reference

BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or BlueShore Financial - Online Banking. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.