Use Claude Desktop with BNY Mellon Wealth Management
BankSync's MCP server can let Claude Desktop query supported BNY Mellon Wealth Management 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 Wealth Management or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop to BNY Mellon Wealth Management
one key, every agent
Search for BNY Mellon Wealth Management in BankSync
Sign up for BankSync and, if BNY Mellon Wealth Management 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 Wealth Management transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported BNY Mellon Wealth Management 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 BNY Mellon Wealth Management
Accounts
List the BNY Mellon Wealth Management accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported BNY Mellon Wealth Management transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported BNY Mellon Wealth Management accounts.
Holdings
View supported investment positions, quantities, and market values from BNY Mellon Wealth Management.
Trades
Access supported investment trade and activity history from BNY Mellon Wealth Management.
Loans
Check supported loan balances and provider-supplied liability details from BNY Mellon Wealth Management.
Ready to connect Claude Desktop to BNY Mellon Wealth Management?
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 BNY Mellon Wealth Management. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.