Use Claude Code with Enterprise Bank
BankSync's MCP server can let Claude Code query supported Enterprise Bank 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 Enterprise Bank or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Enterprise Bank
one key, every agent
Search for Enterprise Bank in BankSync
Sign up for BankSync and, if Enterprise Bank is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Code
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Start querying
Ask Claude Code about supported Enterprise Bank transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Enterprise Bank 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.io \
--header "X-API-Key: bsk_your_key_here"What Claude Code can access from Enterprise Bank
Accounts
List the Enterprise Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Enterprise Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Enterprise Bank accounts.
Holdings
View supported investment positions, quantities, and market values from Enterprise Bank.
Trades
Access supported investment trade and activity history from Enterprise Bank.
Loans
Check supported loan balances and provider-supplied liability details from Enterprise Bank.
Ready to connect Claude Code to Enterprise Bank?
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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 Franklin Savings Bank (ME) - Business with Claude Code🇺🇸 United States
- Use Elements Financial FCU with Claude Code🇺🇸 United States
- Use TrustCo Bank with Claude Code🇺🇸 United States
- Use American Community Bank & Trust - Commercial with Claude Code🇺🇸 United States
- Use Caltech Employees Federal Credit Union with Claude Code🇺🇸 United States
- Use Keystone Savings Bank with Claude Code🇺🇸 United States
- Use Bangor Savings Bank - Employees with Claude Code🇺🇸 United States
- Use Wood County National Bank with Claude Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Enterprise Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.