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