Use Claude Desktop with Health Equity
BankSync's MCP server connects Claude Desktop to Health Equity, 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.
How to connect Claude Desktop to Health Equity
Connect Health Equity to BankSync
Sign up for BankSync and securely link your Health Equity account through our secure connection.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Desktop
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Start querying
Ask Claude Desktop about your Health Equity transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to connect Claude Desktop to your Health Equity data.
One-click install for the Claude Desktop app
Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.
Download banksync-mcp.mcpb{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop can access from Health Equity
Transactions
Query Health Equity transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Health Equity accounts.
Accounts
List all checking, savings, and investment accounts linked through Health Equity.
Holdings
View investment positions, quantities, and market values from Health Equity brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Health Equity investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Health Equity loans.
Ready to connect Claude Desktop to Health Equity?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Health Equity. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.