
BankSync's MCP server connects Claude Code to ewb_nw, 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 ewb_nw account through our secure connection.
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 ewb_nw transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your ewb_nw data.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query ewb_nw transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your ewb_nw accounts.
List all checking, savings, and investment accounts linked through ewb_nw.
View investment positions, quantities, and market values from ewb_nw brokerage accounts.
Access buy/sell/dividend transactions from your ewb_nw investment accounts.
Check outstanding balances, interest rates, and payment schedules for ewb_nw loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Code or ewb_nw. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.