Use Claude Code with iSolved - Participant
BankSync's MCP server can let Claude Code query supported iSolved - Participant 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 iSolved - Participant or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to iSolved - Participant
Search for iSolved - Participant in BankSync
Sign up for BankSync and, if iSolved - Participant is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported iSolved - Participant transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported iSolved - Participant account data through BankSync.
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.ioWhat Claude Code can access from iSolved - Participant
Accounts
List the iSolved - Participant accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported iSolved - Participant transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported iSolved - Participant accounts.
Holdings
View supported investment positions, quantities, and market values from iSolved - Participant.
Trades
Access supported investment trade and activity history from iSolved - Participant.
Loans
Check supported loan balances and provider-supplied liability details from iSolved - Participant.
Ready to connect Claude Code to iSolved - Participant?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use iSolved - Participant with another agent
The same BankSync MCP server and API key work with every one of these.
- Use iSolved - Participant with ChatGPTOpenAI
- Use iSolved - Participant with Claude CoworkAnthropic
- Use iSolved - Participant with Claude DesktopAnthropic
- Use iSolved - Participant with CursorAnysphere
- Use iSolved - Participant with GeminiGoogle
- Use iSolved - Participant with GrokxAI
- Use iSolved - Participant with Hermes AgentNousResearch
- Use iSolved - Participant with Meta MuseMeta
Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
- Use Chase with Claude Code🇺🇸 United States
- Use American Express with Claude Code🇺🇸 United States
- Use Capital One with Claude Code🇺🇸 United States
- Use Wells Fargo with Claude Code🇺🇸 United States
- Use Citibank Online with Claude Code🇺🇸 United States
- Use Fidelity with Claude Code🇺🇸 United States
- Use Bank of America with Claude Code🇺🇸 United States
- Use Charles Schwab with Claude Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or iSolved - Participant. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.