Use Claude Code with Cetera Financial Group
BankSync's MCP server can let Claude Code query supported Cetera Financial Group 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 Cetera Financial Group or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Cetera Financial Group
Search for Cetera Financial Group in BankSync
Sign up for BankSync and, if Cetera Financial Group is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported Cetera Financial Group transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Cetera Financial Group account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
claude mcp add --transport http banksync https://mcp.banksync.ioWhat Claude Code can access from Cetera Financial Group
Accounts
List the Cetera Financial Group accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Cetera Financial Group transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Cetera Financial Group accounts.
Holdings
View supported investment positions, quantities, and market values from Cetera Financial Group.
Trades
Access supported investment trade and activity history from Cetera Financial Group.
Loans
Check supported loan balances and provider-supplied liability details from Cetera Financial Group.
Ready to connect Claude Code to Cetera Financial Group?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Cetera Financial Group with another agent
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Institutions in the same market that Claude Code can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Cetera Financial Group. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.