Use Claude Desktop with BNY Mellon-Pershing Investor

BankSync's MCP server can let Claude Desktop query supported BNY Mellon-Pershing Investor 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 BNY Mellon-Pershing Investor or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.

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Get Started Free Claude Desktop Setup Guide

How to connect Claude Desktop to BNY Mellon-Pershing Investor

Creating a BankSync API key for an AI agent

one key, every agent

Search for BNY Mellon-Pershing Investor in BankSync

Sign up for BankSync and, if BNY Mellon-Pershing Investor 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 BNY Mellon-Pershing Investor transactions, balances, and more using natural language.

Claude Desktop MCP Configuration

Add this configuration to let Claude Desktop query supported BNY Mellon-Pershing Investor 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 BNY Mellon-Pershing Investor

Accounts

List the BNY Mellon-Pershing Investor accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported BNY Mellon-Pershing Investor transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported BNY Mellon-Pershing Investor accounts.

Holdings

View supported investment positions, quantities, and market values from BNY Mellon-Pershing Investor.

Trades

Access supported investment trade and activity history from BNY Mellon-Pershing Investor.

Loans

Check supported loan balances and provider-supplied liability details from BNY Mellon-Pershing Investor.

your finances, in the conversation

Ready to connect Claude Desktop to BNY Mellon-Pershing Investor?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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Claude Desktop setup guide BNY Mellon-Pershing Investor details MCP tools reference

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Use BNY Mellon-Pershing Investor 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 BNY Mellon-Pershing Investor. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.