Use Claude Desktop with Community Bank
BankSync's MCP server can let Claude Desktop query supported Community Bank account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Community Bank or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop to Community Bank
Search for Community Bank in BankSync
Sign up for BankSync and, if Community Bank is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Desktop
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Start querying
Ask Claude Desktop about supported Community Bank transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported Community Bank account data through BankSync.
One-click install for the Claude Desktop app
Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.
Download banksync-mcp.mcpb{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop can access from Community Bank
Transactions
Query Community Bank transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Community Bank accounts.
Accounts
List all checking, savings, and investment accounts linked through Community Bank.
Holdings
View investment positions, quantities, and market values from Community Bank brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Community Bank investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Community Bank loans.
Ready to connect Claude Desktop to Community Bank?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Community Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.