BankSync's MCP server connects Claude Desktop to Exchange Bank - Trust & Investments, 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 Exchange Bank - Trust & Investments account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Ask Claude Desktop about your Exchange Bank - Trust & Investments transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Exchange Bank - Trust & Investments data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Exchange Bank - Trust & Investments transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Exchange Bank - Trust & Investments accounts.
List all checking, savings, and investment accounts linked through Exchange Bank - Trust & Investments.
View investment positions, quantities, and market values from Exchange Bank - Trust & Investments brokerage accounts.
Access buy/sell/dividend transactions from your Exchange Bank - Trust & Investments investment accounts.
Check outstanding balances, interest rates, and payment schedules for Exchange Bank - Trust & Investments loans.
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