Use Claude Desktop with Carta
BankSync's MCP server can let Claude Desktop query supported Carta 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 Carta or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop to Carta
one key, every agent
Search for Carta in BankSync
Sign up for BankSync and, if Carta 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 Carta transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported Carta 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 Carta
Accounts
List the Carta accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Carta transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Carta accounts.
Holdings
View supported investment positions, quantities, and market values from Carta.
Trades
Access supported investment trade and activity history from Carta.
Loans
Check supported loan balances and provider-supplied liability details from Carta.
Ready to connect Claude Desktop to Carta?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
keep exploring ✦
Use Carta 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.
- Use Sutton Bank (OH) - Business Credit Card with Claude Desktop🇺🇸 United States
- Use HCN Bank - Business with Claude Desktop🇺🇸 United States
- Use Origin Financial with Claude Desktop🇺🇸 United States
- Use Peoples Bank (MO) with Claude Desktop🇺🇸 United States
- Use Santander Consumer USA with Claude Desktop🇺🇸 United States
- Use Benton County State Bank with Claude Desktop🇺🇸 United States
- Use Conservation First Bank - Business with Claude Desktop🇺🇸 United States
- Use First National Bank Minnesota - Business Online Banking with Claude Desktop🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Carta. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.