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