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