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