BankSync's MCP server connects Claude Code to Delta Administrative Services, 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 Delta Administrative Services account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your Delta Administrative Services transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Delta Administrative Services data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Delta Administrative Services transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Delta Administrative Services accounts.
List all checking, savings, and investment accounts linked through Delta Administrative Services.
View investment positions, quantities, and market values from Delta Administrative Services brokerage accounts.
Access buy/sell/dividend transactions from your Delta Administrative Services investment accounts.
Check outstanding balances, interest rates, and payment schedules for Delta Administrative Services loans.
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