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