Use Claude Desktop with Envestnet Asset Management - Client Access

BankSync's MCP server can let Claude Desktop query supported Envestnet Asset Management - Client Access 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 Envestnet Asset Management - Client Access or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.

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Get Started Free Claude Desktop Setup Guide

How to connect Claude Desktop to Envestnet Asset Management - Client Access

Creating a BankSync API key for an AI agent — one key, every agent

Search for Envestnet Asset Management - Client Access in BankSync

Sign up for BankSync and, if Envestnet Asset Management - Client Access 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 Desktop

Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.

Start querying

Ask Claude Desktop about supported Envestnet Asset Management - Client Access transactions, balances, and more using natural language.

Claude Desktop MCP Configuration

Add this configuration to let Claude Desktop query supported Envestnet Asset Management - Client Access account data through BankSync.

One-click install for the Claude Desktop app

Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.

Download banksync-mcp.mcpb

Claude Desktop Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Desktop can access from Envestnet Asset Management - Client Access

Accounts

List the Envestnet Asset Management - Client Access accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Envestnet Asset Management - Client Access transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Envestnet Asset Management - Client Access accounts.

Holdings

View supported investment positions, quantities, and market values from Envestnet Asset Management - Client Access.

Trades

Access supported investment trade and activity history from Envestnet Asset Management - Client Access.

Loans

Check supported loan balances and provider-supplied liability details from Envestnet Asset Management - Client Access.

Ready to connect Claude Desktop to Envestnet Asset Management - Client Access?

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Claude Desktop setup guide Envestnet Asset Management - Client Access details MCP tools reference

Use Envestnet Asset Management - Client Access with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Claude Desktop

Institutions in the same market that Claude Desktop can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Envestnet Asset Management - Client Access. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.