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