BankSync's MCP server connects Claude Code to Forbright Bank - Business, 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 Forbright Bank - Business 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 Forbright Bank - Business transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Forbright Bank - Business 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 Forbright Bank - Business transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Forbright Bank - Business accounts.
List all checking, savings, and investment accounts linked through Forbright Bank - Business.
View investment positions, quantities, and market values from Forbright Bank - Business brokerage accounts.
Access buy/sell/dividend transactions from your Forbright Bank - Business investment accounts.
Check outstanding balances, interest rates, and payment schedules for Forbright Bank - Business loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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