Use Claude Code with Coastal Bank & Trust
BankSync's MCP server connects Claude Code to Coastal Bank & Trust, 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.
How to connect Claude Code to Coastal Bank & Trust
Connect Coastal Bank & Trust to BankSync
Sign up for BankSync and securely link your Coastal Bank & Trust account through our secure connection.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Code
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Start querying
Ask Claude Code about your Coastal Bank & Trust transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to connect Claude Code to your Coastal Bank & Trust data.
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"What Claude Code can access from Coastal Bank & Trust
Transactions
Query Coastal Bank & Trust transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Coastal Bank & Trust accounts.
Accounts
List all checking, savings, and investment accounts linked through Coastal Bank & Trust.
Holdings
View investment positions, quantities, and market values from Coastal Bank & Trust brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Coastal Bank & Trust investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Coastal Bank & Trust loans.
Ready to connect Claude Code to Coastal Bank & Trust?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Coastal Bank & Trust. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.