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