BankSync's MCP server can let Claude Code query supported Citizens State Bank 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 Citizens State Bank or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if Citizens State Bank 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 Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about supported Citizens State Bank transactions, balances, and more using natural language.
Add this configuration to let Claude Code query supported Citizens State Bank 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.io \
--header "X-API-Key: bsk_your_key_here"List the Citizens State Bank accounts connected through BankSync and visible to the API key scopes you grant.
Query supported Citizens State Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Get current and available balances for supported Citizens State Bank accounts.
View supported investment positions, quantities, and market values from Citizens State Bank.
Access supported investment trade and activity history from Citizens State Bank.
Check supported loan balances and provider-supplied liability details from Citizens State Bank.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Citizens State Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.