Use Claude Desktop with Independent Bank (MI) - ONE Wallet
BankSync's MCP server can let Claude Desktop query supported Independent Bank (MI) - ONE Wallet account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Independent Bank (MI) - ONE Wallet or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop to Independent Bank (MI) - ONE Wallet
Search for Independent Bank (MI) - ONE Wallet in BankSync
Sign up for BankSync and, if Independent Bank (MI) - ONE Wallet is available, link your account through a provider-hosted or bank-hosted authorization flow.
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 supported Independent Bank (MI) - ONE Wallet transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported Independent Bank (MI) - ONE Wallet account data through BankSync.
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 Independent Bank (MI) - ONE Wallet
Transactions
Query Independent Bank (MI) - ONE Wallet transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Independent Bank (MI) - ONE Wallet accounts.
Accounts
List all checking, savings, and investment accounts linked through Independent Bank (MI) - ONE Wallet.
Holdings
View investment positions, quantities, and market values from Independent Bank (MI) - ONE Wallet brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Independent Bank (MI) - ONE Wallet investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Independent Bank (MI) - ONE Wallet loans.
Ready to connect Claude Desktop to Independent Bank (MI) - ONE Wallet?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Independent Bank (MI) - ONE Wallet. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.