BankSync's MCP server connects Claude Desktop to Colorado State Bank and 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.
Sign up for BankSync and securely link your Colorado State Bank and Trust 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 Colorado State Bank and Trust transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Colorado State Bank and Trust data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Colorado State Bank and Trust transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Colorado State Bank and Trust accounts.
List all checking, savings, and investment accounts linked through Colorado State Bank and Trust.
View investment positions, quantities, and market values from Colorado State Bank and Trust brokerage accounts.
Access buy/sell/dividend transactions from your Colorado State Bank and Trust investment accounts.
Check outstanding balances, interest rates, and payment schedules for Colorado State Bank and Trust loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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