Use Claude Code with BMO Bank of Montreal
BankSync's MCP server can let Claude Code query supported BMO Bank of Montreal 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 or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to BMO Bank of Montreal
Search for BMO Bank of Montreal in BankSync
Sign up for BankSync and, if BMO Bank of Montreal is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported BMO Bank of Montreal transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported BMO Bank of Montreal 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.
claude mcp add --transport http banksync https://mcp.banksync.ioWhat Claude Code can access from BMO Bank of Montreal
Accounts
List the BMO Bank of Montreal accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported BMO Bank of Montreal transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported BMO Bank of Montreal accounts.
Holdings
View supported investment positions, quantities, and market values from BMO Bank of Montreal.
Trades
Access supported investment trade and activity history from BMO Bank of Montreal.
Loans
Check supported loan balances and provider-supplied liability details from BMO Bank of Montreal.
Ready to connect Claude Code to BMO Bank of Montreal?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use BMO Bank of Montreal with another agent
The same BankSync MCP server and API key work with every one of these.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or BMO Bank of Montreal. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.