BankSync's MCP server connects Claude Code to Duncan Williams,Inc - Individual Client, 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 Duncan Williams,Inc - Individual Client 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 Duncan Williams,Inc - Individual Client transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Duncan Williams,Inc - Individual Client data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Duncan Williams,Inc - Individual Client transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Duncan Williams,Inc - Individual Client accounts.
List all checking, savings, and investment accounts linked through Duncan Williams,Inc - Individual Client.
View investment positions, quantities, and market values from Duncan Williams,Inc - Individual Client brokerage accounts.
Access buy/sell/dividend transactions from your Duncan Williams,Inc - Individual Client investment accounts.
Check outstanding balances, interest rates, and payment schedules for Duncan Williams,Inc - Individual Client loans.
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