Use Claude Desktop with InvestCloud_Neuberger
BankSync's MCP server connects Claude Desktop 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 Desktop 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 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 your InvestCloud_Neuberger transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to connect Claude Desktop to your InvestCloud_Neuberger data.
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 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 Desktop to InvestCloud_Neuberger?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or InvestCloud_Neuberger. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.