Use Claude Desktop with CIBC Investor's Edge

BankSync's MCP server can let Claude Desktop query supported CIBC Investor's Edge 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 CIBC Investor's Edge or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.

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Get Started Free Claude Desktop Setup Guide

How to connect Claude Desktop to CIBC Investor's Edge

Creating a BankSync API key for an AI agent — one key, every agent

Search for CIBC Investor's Edge in BankSync

Sign up for BankSync and, if CIBC Investor's Edge 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 CIBC Investor's Edge transactions, balances, and more using natural language.

Claude Desktop MCP Configuration

Add this configuration to let Claude Desktop query supported CIBC Investor's Edge 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

Claude Desktop Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Desktop can access from CIBC Investor's Edge

Accounts

List the CIBC Investor's Edge accounts connected through BankSync and visible to the API key scopes you grant.

Balances

Get current and available balances for supported CIBC Investor's Edge accounts.

Holdings

View supported investment positions, quantities, and market values from CIBC Investor's Edge.

Trades

Access supported investment trade and activity history from CIBC Investor's Edge.

Orders

Access supported open and pending investment orders from CIBC Investor's Edge.

Ready to connect Claude Desktop to CIBC Investor's Edge?

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Claude Desktop setup guide CIBC Investor's Edge details MCP tools reference

Use CIBC Investor's Edge with another agent

The same BankSync MCP server and API key work with every one of these.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or CIBC Investor's Edge. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.