Use Claude Desktop with Cetera Financial Group
BankSync's MCP server connects Claude Desktop to Cetera Financial Group, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
How to connect Claude Desktop to Cetera Financial Group
Connect Cetera Financial Group to BankSync
Sign up for BankSync and securely link your Cetera Financial Group account through our secure connection.
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 your Cetera Financial Group transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to connect Claude Desktop to your Cetera Financial Group data.
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 Cetera Financial Group
Transactions
Query Cetera Financial Group transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Cetera Financial Group accounts.
Accounts
List all checking, savings, and investment accounts linked through Cetera Financial Group.
Holdings
View investment positions, quantities, and market values from Cetera Financial Group brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Cetera Financial Group investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Cetera Financial Group loans.
Ready to connect Claude Desktop to Cetera Financial Group?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop 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.