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