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