BankSync's MCP server connects Claude Code to Heritage Bank (Marion, Delhi, Hiawatha IA), 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 Heritage Bank (Marion, Delhi, Hiawatha IA) 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 Heritage Bank (Marion, Delhi, Hiawatha IA) transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Heritage Bank (Marion, Delhi, Hiawatha IA) data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Heritage Bank (Marion, Delhi, Hiawatha IA) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Heritage Bank (Marion, Delhi, Hiawatha IA) accounts.
List all checking, savings, and investment accounts linked through Heritage Bank (Marion, Delhi, Hiawatha IA).
View investment positions, quantities, and market values from Heritage Bank (Marion, Delhi, Hiawatha IA) brokerage accounts.
Access buy/sell/dividend transactions from your Heritage Bank (Marion, Delhi, Hiawatha IA) investment accounts.
Check outstanding balances, interest rates, and payment schedules for Heritage Bank (Marion, Delhi, Hiawatha IA) loans.
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