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