BankSync's MCP server can let Claude Desktop query supported Chase 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 Chase or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if Chase is available, link your account through a provider-hosted or bank-hosted authorization flow.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Ask Claude Desktop about supported Chase transactions, balances, and more using natural language.
Add this configuration to let Claude Desktop query supported Chase account data through BankSync.
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"
}
}
}
}Query Chase transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Chase accounts.
List all checking, savings, and investment accounts linked through Chase.
View investment positions, quantities, and market values from Chase brokerage accounts.
Access buy/sell/dividend transactions from your Chase investment accounts.
Check outstanding balances, interest rates, and payment schedules for Chase loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Chase. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.