Citizens State Bank
Use Claude Desktop with Citizens State Bank
BankSync's MCP server can let Claude Desktop 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 Desktop. Names are used only to describe potential account-data coverage and client compatibility.
United StatesDesktopMCP Connected
How to connect Claude Desktop to Citizens State Bank
1
Search for Citizens State Bank in BankSync
Sign up for BankSync and, if Citizens State Bank is available, link your account through a provider-hosted or bank-hosted authorization flow.
2
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
3
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.
4
Start querying
Ask Claude Desktop about supported Citizens State Bank transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported Citizens State Bank 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.mcpbClaude Desktop Config
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop can access from Citizens State Bank
Accounts
List the Citizens State Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Citizens State Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Citizens State Bank accounts.
Holdings
View supported investment positions, quantities, and market values from Citizens State Bank.
Trades
Access supported investment trade and activity history from Citizens State Bank.
Loans
Check supported loan balances and provider-supplied liability details from Citizens State Bank.
your finances, in the conversation
Ready to connect Claude Desktop to Citizens State Bank?
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop 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.