Use Claude Desktop with Community Savings
BankSync's MCP server can let Claude Desktop query supported Community Savings 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 Savings or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop to Community Savings
Search for Community Savings in BankSync
Sign up for BankSync and, if Community Savings 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 Savings transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported Community Savings 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 Savings
Accounts
List the Community Savings accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Community Savings transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Community Savings accounts.
Holdings
View supported investment positions, quantities, and market values from Community Savings.
Trades
Access supported investment trade and activity history from Community Savings.
Loans
Check supported loan balances and provider-supplied liability details from Community Savings.
Ready to connect Claude Desktop to Community Savings?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Community Savings with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Community Savings with ChatGPTOpenAI
- Use Community Savings with Claude CodeAnthropic
- Use Community Savings with Claude CoworkAnthropic
- Use Community Savings with CursorAnysphere
- Use Community Savings with GeminiGoogle
- Use Community Savings with GrokxAI
- Use Community Savings with Hermes AgentNousResearch
- Use Community Savings with Meta MuseMeta
Other banks you can use with Claude Desktop
Institutions in the same market that Claude Desktop can query through BankSync MCP.
- Use Wealthsimple (Canada) with Claude Desktop🇨🇦 Canada
- Use Scotiabank with Claude Desktop🇨🇦 Canada
- Use TD Canada Trust with Claude Desktop🇨🇦 Canada
- Use CIBC with Claude Desktop🇨🇦 Canada
- Use American Express (Canada) with Claude Desktop🇨🇦 Canada
- Use RBC Royal Bank with Claude Desktop🇨🇦 Canada
- Use BMO Bank of Montreal with Claude Desktop🇨🇦 Canada
- Use Desjardins with Claude Desktop🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Community Savings. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.