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