Use Claude Code with ComputerShare - Investor Center
BankSync's MCP server can let Claude Code query supported ComputerShare - Investor Center 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 ComputerShare - Investor Center or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to ComputerShare - Investor Center
Search for ComputerShare - Investor Center in BankSync
Sign up for BankSync and, if ComputerShare - Investor Center is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported ComputerShare - Investor Center transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported ComputerShare - Investor Center account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
claude mcp add --transport http banksync https://mcp.banksync.ioWhat Claude Code can access from ComputerShare - Investor Center
Accounts
List the ComputerShare - Investor Center accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported ComputerShare - Investor Center transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported ComputerShare - Investor Center accounts.
Holdings
View supported investment positions, quantities, and market values from ComputerShare - Investor Center.
Trades
Access supported investment trade and activity history from ComputerShare - Investor Center.
Loans
Check supported loan balances and provider-supplied liability details from ComputerShare - Investor Center.
Ready to connect Claude Code to ComputerShare - Investor Center?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use ComputerShare - Investor Center with another agent
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Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or ComputerShare - Investor Center. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.