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