BankSync's MCP server connects Claude Desktop to E3H, 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 E3H 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 E3H transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your E3H data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query E3H transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your E3H accounts.
List all checking, savings, and investment accounts linked through E3H.
View investment positions, quantities, and market values from E3H brokerage accounts.
Access buy/sell/dividend transactions from your E3H investment accounts.
Check outstanding balances, interest rates, and payment schedules for E3H loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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