BankSync's MCP server connects Claude Desktop to BMO Bank of Montreal - InvestorLine (Self-Directed), 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 BMO Bank of Montreal - InvestorLine (Self-Directed) 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 BMO Bank of Montreal - InvestorLine (Self-Directed) transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your BMO Bank of Montreal - InvestorLine (Self-Directed) data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query BMO Bank of Montreal - InvestorLine (Self-Directed) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your BMO Bank of Montreal - InvestorLine (Self-Directed) accounts.
List all checking, savings, and investment accounts linked through BMO Bank of Montreal - InvestorLine (Self-Directed).
View investment positions, quantities, and market values from BMO Bank of Montreal - InvestorLine (Self-Directed) brokerage accounts.
Access buy/sell/dividend transactions from your BMO Bank of Montreal - InvestorLine (Self-Directed) investment accounts.
Check outstanding balances, interest rates, and payment schedules for BMO Bank of Montreal - InvestorLine (Self-Directed) loans.
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