BankSync's MCP server connects Claude Code to Story Financial Partners - Commercial, 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 Story Financial Partners - Commercial account through Plaid.
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 Story Financial Partners - Commercial transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Story Financial Partners - Commercial data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Story Financial Partners - Commercial transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Story Financial Partners - Commercial accounts.
List all checking, savings, and investment accounts linked through Story Financial Partners - Commercial.
View investment positions, quantities, and market values from Story Financial Partners - Commercial brokerage accounts.
Access buy/sell/dividend transactions from your Story Financial Partners - Commercial investment accounts.
Check outstanding balances, interest rates, and payment schedules for Story Financial Partners - Commercial loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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