BankSync's MCP server connects Claude Desktop to Legacy Bank - Business, 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 Legacy Bank - Business account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Ask Claude Desktop about your Legacy Bank - Business transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Legacy Bank - Business data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Legacy Bank - Business transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Legacy Bank - Business accounts.
List all checking, savings, and investment accounts linked through Legacy Bank - Business.
View investment positions, quantities, and market values from Legacy Bank - Business brokerage accounts.
Access buy/sell/dividend transactions from your Legacy Bank - Business investment accounts.
Check outstanding balances, interest rates, and payment schedules for Legacy Bank - Business loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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