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