BankSync's MCP server connects Claude Code to Coast to Coast, 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 to Coast account through Plaid.
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 your Coast to Coast transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Coast to Coast data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Coast to Coast transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Coast to Coast accounts.
List all checking, savings, and investment accounts linked through Coast to Coast.
View investment positions, quantities, and market values from Coast to Coast brokerage accounts.
Access buy/sell/dividend transactions from your Coast to Coast investment accounts.
Check outstanding balances, interest rates, and payment schedules for Coast to Coast loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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