BankSync's MCP server connects Claude Desktop to Coast Capital Savings - MyCardInfo Credit Card, 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.
Sign up for BankSync and securely link your Coast Capital Savings - MyCardInfo Credit Card account through Plaid.
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 your Coast Capital Savings - MyCardInfo Credit Card transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Coast Capital Savings - MyCardInfo Credit Card data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Coast Capital Savings - MyCardInfo Credit Card transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Coast Capital Savings - MyCardInfo Credit Card accounts.
List all checking, savings, and investment accounts linked through Coast Capital Savings - MyCardInfo Credit Card.
View investment positions, quantities, and market values from Coast Capital Savings - MyCardInfo Credit Card brokerage accounts.
Access buy/sell/dividend transactions from your Coast Capital Savings - MyCardInfo Credit Card investment accounts.
Check outstanding balances, interest rates, and payment schedules for Coast Capital Savings - MyCardInfo Credit Card loans.
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