Use Claude Code with Desjardins Wealth Management
BankSync's MCP server can let Claude Code query supported Desjardins Wealth Management 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 Desjardins Wealth Management or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Desjardins Wealth Management
Search for Desjardins Wealth Management in BankSync
Sign up for BankSync and, if Desjardins Wealth Management is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported Desjardins Wealth Management transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Desjardins Wealth Management 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.ioWhat Claude Code can access from Desjardins Wealth Management
Accounts
List the Desjardins Wealth Management accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Desjardins Wealth Management transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Desjardins Wealth Management accounts.
Holdings
View supported investment positions, quantities, and market values from Desjardins Wealth Management.
Trades
Access supported investment trade and activity history from Desjardins Wealth Management.
Loans
Check supported loan balances and provider-supplied liability details from Desjardins Wealth Management.
Ready to connect Claude Code to Desjardins Wealth Management?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Desjardins Wealth Management with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Desjardins Wealth Management with ChatGPTOpenAI
- Use Desjardins Wealth Management with Claude CoworkAnthropic
- Use Desjardins Wealth Management with Claude DesktopAnthropic
- Use Desjardins Wealth Management with CursorAnysphere
- Use Desjardins Wealth Management with GeminiGoogle
- Use Desjardins Wealth Management with GrokxAI
- Use Desjardins Wealth Management with Hermes AgentNousResearch
- Use Desjardins Wealth Management with Meta MuseMeta
Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
- Use BMO Bank of Montreal - InvestorLine (Self-Directed) with Claude Code🇨🇦 Canada
- Use CIBC Investor Edge with Claude Code🇨🇦 Canada
- Use IG Wealth Management - Online Access with Claude Code🇨🇦 Canada
- Use RBC Dominion Securities with Claude Code🇨🇦 Canada
- Use Edward Jones Canada with Claude Code🇨🇦 Canada
- Use EQ Bank with Claude Code🇨🇦 Canada
- Use American Express (Canada) with Claude Code🇨🇦 Canada
- Use RBC Royal Bank with Claude Code🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Desjardins Wealth Management. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.