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