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