BankSync's MCP server connects Claude Code to Essex Financial Services, 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 Essex Financial Services 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 Essex Financial Services transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Essex Financial Services data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Essex Financial Services transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Essex Financial Services accounts.
List all checking, savings, and investment accounts linked through Essex Financial Services.
View investment positions, quantities, and market values from Essex Financial Services brokerage accounts.
Access buy/sell/dividend transactions from your Essex Financial Services investment accounts.
Check outstanding balances, interest rates, and payment schedules for Essex Financial Services loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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