Use Claude Code with InvestCloud_Neuberger
BankSync's MCP server connects Claude Code to InvestCloud_Neuberger, 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.
How to connect Claude Code to InvestCloud_Neuberger
Connect InvestCloud_Neuberger to BankSync
Sign up for BankSync and securely link your InvestCloud_Neuberger account through our secure connection.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Code
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Start querying
Ask Claude Code about your InvestCloud_Neuberger transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to connect Claude Code to your InvestCloud_Neuberger data.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"What Claude Code can access from InvestCloud_Neuberger
Transactions
Query InvestCloud_Neuberger transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your InvestCloud_Neuberger accounts.
Accounts
List all checking, savings, and investment accounts linked through InvestCloud_Neuberger.
Holdings
View investment positions, quantities, and market values from InvestCloud_Neuberger brokerage accounts.
Trades
Access buy/sell/dividend transactions from your InvestCloud_Neuberger investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for InvestCloud_Neuberger loans.
Ready to connect Claude Code to InvestCloud_Neuberger?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Code or InvestCloud_Neuberger. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.