BankSync's MCP server connects Claude Code to First Trust and Savings Bank - Personal, 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 Trust and Savings Bank - Personal account through our secure connection.
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 First Trust and Savings Bank - Personal transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your First Trust and Savings Bank - Personal data.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query First Trust and Savings Bank - Personal transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your First Trust and Savings Bank - Personal accounts.
List all checking, savings, and investment accounts linked through First Trust and Savings Bank - Personal.
View investment positions, quantities, and market values from First Trust and Savings Bank - Personal brokerage accounts.
Access buy/sell/dividend transactions from your First Trust and Savings Bank - Personal investment accounts.
Check outstanding balances, interest rates, and payment schedules for First Trust and Savings Bank - Personal loans.
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