BankSync's MCP server connects Claude Desktop to Flexible Platypus Bank - Confirm Action, 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 Flexible Platypus Bank - Confirm Action 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 Flexible Platypus Bank - Confirm Action transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Flexible Platypus Bank - Confirm Action data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Flexible Platypus Bank - Confirm Action transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Flexible Platypus Bank - Confirm Action accounts.
List all checking, savings, and investment accounts linked through Flexible Platypus Bank - Confirm Action.
View investment positions, quantities, and market values from Flexible Platypus Bank - Confirm Action brokerage accounts.
Access buy/sell/dividend transactions from your Flexible Platypus Bank - Confirm Action investment accounts.
Check outstanding balances, interest rates, and payment schedules for Flexible Platypus Bank - Confirm Action loans.
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