Use Claude Desktop with Equitable
BankSync's MCP server can let Claude Desktop query supported Equitable 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 Equitable or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop to Equitable
one key, every agent
Search for Equitable in BankSync
Sign up for BankSync and, if Equitable 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 Equitable transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported Equitable 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{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop can access from Equitable
Accounts
List the Equitable accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Equitable transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Equitable accounts.
Holdings
View supported investment positions, quantities, and market values from Equitable.
Trades
Access supported investment trade and activity history from Equitable.
Loans
Check supported loan balances and provider-supplied liability details from Equitable.
Ready to connect Claude Desktop to Equitable?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Equitable. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.