BankSync
BMO Bank of Montreal - InvestorLine (Self-Directed)
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Use Claude Desktop with BMO Bank of Montreal - InvestorLine (Self-Directed)

BankSync's MCP server can let Claude Desktop query supported BMO Bank of Montreal - InvestorLine (Self-Directed) 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 BMO Bank of Montreal - InvestorLine (Self-Directed) or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.

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How to connect Claude Desktop to BMO Bank of Montreal - InvestorLine (Self-Directed)

Creating a BankSync API key for an AI agent
one key, every agent
1

Search for BMO Bank of Montreal - InvestorLine (Self-Directed) in BankSync

Sign up for BankSync and, if BMO Bank of Montreal - InvestorLine (Self-Directed) 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 Desktop

Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.

4

Start querying

Ask Claude Desktop about supported BMO Bank of Montreal - InvestorLine (Self-Directed) transactions, balances, and more using natural language.

Claude Desktop MCP Configuration

Add this configuration to let Claude Desktop query supported BMO Bank of Montreal - InvestorLine (Self-Directed) 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 BMO Bank of Montreal - InvestorLine (Self-Directed)

Accounts

List the BMO Bank of Montreal - InvestorLine (Self-Directed) accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported BMO Bank of Montreal - InvestorLine (Self-Directed) transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported BMO Bank of Montreal - InvestorLine (Self-Directed) accounts.

Holdings

View supported investment positions, quantities, and market values from BMO Bank of Montreal - InvestorLine (Self-Directed).

Trades

Access supported investment trade and activity history from BMO Bank of Montreal - InvestorLine (Self-Directed).

Loans

Check supported loan balances and provider-supplied liability details from BMO Bank of Montreal - InvestorLine (Self-Directed).

Ready to connect Claude Desktop to BMO Bank of Montreal - InvestorLine (Self-Directed)?

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Claude Desktop setup guideBMO Bank of Montreal - InvestorLine (Self-Directed) detailsMCP tools reference

Use BMO Bank of Montreal - InvestorLine (Self-Directed) with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Claude Desktop

Institutions in the same market that Claude Desktop can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or BMO Bank of Montreal - InvestorLine (Self-Directed). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.