Use Claude Desktop with BMO InvestorLine
BankSync's MCP server can let Claude Desktop 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 Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop to BMO InvestorLine
one key, every agent
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.
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 BMO InvestorLine transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported BMO InvestorLine 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{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop can access from BMO InvestorLine
Accounts
List the BMO InvestorLine accounts connected through BankSync and visible to the API key scopes you grant.
Balances
Get current and available balances for supported BMO InvestorLine accounts.
Holdings
View supported investment positions, quantities, and market values from BMO InvestorLine.
Trades
Access supported investment trade and activity history from BMO InvestorLine.
Orders
Access supported open and pending investment orders from BMO InvestorLine.
Ready to connect Claude Desktop to BMO InvestorLine?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or BMO InvestorLine. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.