Use Claude Desktop with Fintro (Easy Banking Business)
BankSync's MCP server connects Claude Desktop to Fintro (Easy Banking Business), 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.
How to connect Claude Desktop to Fintro (Easy Banking Business)
Connect Fintro (Easy Banking Business) to BankSync
Sign up for BankSync and securely link your Fintro (Easy Banking Business) account through our secure connection.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Desktop
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Start querying
Ask Claude Desktop about your Fintro (Easy Banking Business) transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to connect Claude Desktop to your Fintro (Easy Banking Business) data.
One-click install for the Claude Desktop app
Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.
Download banksync-mcp.mcpb{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop can access from Fintro (Easy Banking Business)
Transactions
Query Fintro (Easy Banking Business) transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Fintro (Easy Banking Business) accounts.
Accounts
List all checking, savings, and investment accounts linked through Fintro (Easy Banking Business).
Holdings
View investment positions, quantities, and market values from Fintro (Easy Banking Business) brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Fintro (Easy Banking Business) investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Fintro (Easy Banking Business) loans.
Ready to connect Claude Desktop to Fintro (Easy Banking Business)?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Fintro (Easy Banking Business). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.