BankSync's MCP server connects Claude Desktop to First Bank and Trust of Fullerton, 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 First Bank and Trust of Fullerton account through our secure connection.
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 First Bank and Trust of Fullerton transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your First Bank and Trust of Fullerton data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query First Bank and Trust of Fullerton transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your First Bank and Trust of Fullerton accounts.
List all checking, savings, and investment accounts linked through First Bank and Trust of Fullerton.
View investment positions, quantities, and market values from First Bank and Trust of Fullerton brokerage accounts.
Access buy/sell/dividend transactions from your First Bank and Trust of Fullerton investment accounts.
Check outstanding balances, interest rates, and payment schedules for First Bank and Trust of Fullerton loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started Free