Use Claude Code with Alero Financial
BankSync's MCP server can let Claude Code query supported Alero Financial 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 Alero Financial or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Alero Financial
Search for Alero Financial in BankSync
Sign up for BankSync and, if Alero Financial 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 Code
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Start querying
Ask Claude Code about supported Alero Financial transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Alero Financial 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.io \
--header "X-API-Key: bsk_your_key_here"What Claude Code can access from Alero Financial
Accounts
List the Alero Financial accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Alero Financial transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Alero Financial accounts.
Holdings
View supported investment positions, quantities, and market values from Alero Financial.
Trades
Access supported investment trade and activity history from Alero Financial.
Loans
Check supported loan balances and provider-supplied liability details from Alero Financial.
Ready to connect Claude Code to Alero Financial?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Alero Financial. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.