Use Claude Code with Costaff
BankSync's MCP server connects Claude Code to Costaff, 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.
How to connect Claude Code to Costaff
Connect Costaff to BankSync
Sign up for BankSync and securely link your Costaff account through our secure connection.
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 your Costaff transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to connect Claude Code to your Costaff data.
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 Costaff
Transactions
Query Costaff transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Costaff accounts.
Accounts
List all checking, savings, and investment accounts linked through Costaff.
Holdings
View investment positions, quantities, and market values from Costaff brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Costaff investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Costaff loans.
Ready to connect Claude Code to Costaff?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Costaff. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.