BankSync's MCP server connects Claude Code to Excel Bank, 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 Excel Bank 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 Excel Bank transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Excel Bank 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 Excel Bank transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Excel Bank accounts.
List all checking, savings, and investment accounts linked through Excel Bank.
View investment positions, quantities, and market values from Excel Bank brokerage accounts.
Access buy/sell/dividend transactions from your Excel Bank investment accounts.
Check outstanding balances, interest rates, and payment schedules for Excel Bank 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 Excel Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.