Use Claude Code with Julius Baer
BankSync's MCP server can let Claude Code query supported Julius Baer 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 Julius Baer or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Julius Baer
one key, every agent
Search for Julius Baer in BankSync
Sign up for BankSync and, if Julius Baer is available, link your account through a provider-hosted or bank-hosted authorization flow.
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 supported Julius Baer transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Julius Baer 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.io \
--header "X-API-Key: bsk_your_key_here"What Claude Code can access from Julius Baer
Accounts
List the Julius Baer accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Julius Baer transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Julius Baer accounts.
Ready to connect Claude Code to Julius Baer?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Julius Baer. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.