Use Claude Code with BMO InvestorLine
BankSync's MCP server can let Claude Code query supported BMO InvestorLine 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 InvestorLine or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to BMO InvestorLine
Search for BMO InvestorLine in BankSync
Sign up for BankSync and, if BMO InvestorLine 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 InvestorLine transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported BMO InvestorLine 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 InvestorLine
Accounts
List the BMO InvestorLine accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported BMO InvestorLine transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported BMO InvestorLine accounts.
Loans
Check supported loan balances and provider-supplied liability details from BMO InvestorLine.
Ready to connect Claude Code to BMO InvestorLine?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use BMO InvestorLine with another agent
The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or BMO InvestorLine. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.