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