Use Claude Code with Edward Jones Canada
BankSync's MCP server can let Claude Code query supported Edward Jones Canada 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 Edward Jones Canada or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Edward Jones Canada
Search for Edward Jones Canada in BankSync
Sign up for BankSync and, if Edward Jones Canada 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 Edward Jones Canada transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Edward Jones Canada 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 Edward Jones Canada
Accounts
List the Edward Jones Canada accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Edward Jones Canada transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Edward Jones Canada accounts.
Holdings
View supported investment positions, quantities, and market values from Edward Jones Canada.
Trades
Access supported investment trade and activity history from Edward Jones Canada.
Loans
Check supported loan balances and provider-supplied liability details from Edward Jones Canada.
Ready to connect Claude Code to Edward Jones Canada?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Edward Jones Canada with another agent
The same BankSync MCP server and API key work with every one of these.
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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
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- Use IG Wealth Management - Online Access with Claude Code🇨🇦 Canada
- Use RBC Dominion Securities with Claude Code🇨🇦 Canada
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- 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 Edward Jones Canada. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.