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