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