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