Use Claude Code with J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking)
BankSync's MCP server can let Claude Code query supported J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking) 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 J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking) or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking)
Search for J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking) in BankSync
Sign up for BankSync and, if J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking) 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 J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking) transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking) 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 J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking)
Accounts
List the J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking) accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking) transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking) accounts.
Holdings
View supported investment positions, quantities, and market values from J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking).
Trades
Access supported investment trade and activity history from J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking).
Loans
Check supported loan balances and provider-supplied liability details from J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking).
Ready to connect Claude Code to J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking)?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking) with another agent
The same BankSync MCP server and API key work with every one of these.
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- Use J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking) with Meta MuseMeta
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Institutions in the same market that Claude Code can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or J.P. Morgan — Business Direct Connect (J.P. Morgan Digital Banking). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.