Use Claude Desktop with Capital on Tap
BankSync's MCP server can let Claude Desktop query supported Capital on Tap 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 Capital on Tap or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop to Capital on Tap
Search for Capital on Tap in BankSync
Sign up for BankSync and, if Capital on Tap 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 Capital on Tap transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported Capital on Tap 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 Capital on Tap
Accounts
List the Capital on Tap accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Capital on Tap transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Capital on Tap accounts.
Ready to connect Claude Desktop to Capital on Tap?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Capital on Tap with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Capital on Tap with ChatGPTOpenAI
- Use Capital on Tap with Claude CodeAnthropic
- Use Capital on Tap with Claude CoworkAnthropic
- Use Capital on Tap with CursorAnysphere
- Use Capital on Tap with GeminiGoogle
- Use Capital on Tap with GrokxAI
- Use Capital on Tap with Hermes AgentNousResearch
- Use Capital on Tap with Meta MuseMeta
Other banks you can use with Claude Desktop
Institutions in the same market that Claude Desktop can query through BankSync MCP.
- Use ABN AMRO with Claude Desktop🇬🇧 United Kingdom
- Use Airwallex with Claude Desktop🇬🇧 United Kingdom
- Use Allied Irish Bank with Claude Desktop🇬🇧 United Kingdom
- Use Allied Irish Bank Business with Claude Desktop🇬🇧 United Kingdom
- Use Allpay with Claude Desktop🇬🇧 United Kingdom
- Use Alpha Connect with Claude Desktop🇬🇧 United Kingdom
- Use Alpha FX with Claude Desktop🇬🇧 United Kingdom
- Use Amazon Mastercard with Claude Desktop🇬🇧 United Kingdom
BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Capital on Tap. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.