BankSync's MCP server connects Claude Code to LPL Financial, 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 LPL Financial account through our secure connection.
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 LPL Financial transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your LPL Financial data.
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"Query LPL Financial transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your LPL Financial accounts.
List all checking, savings, and investment accounts linked through LPL Financial.
View investment positions, quantities, and market values from LPL Financial brokerage accounts.
Access buy/sell/dividend transactions from your LPL Financial investment accounts.
Check outstanding balances, interest rates, and payment schedules for LPL Financial loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Code or LPL Financial. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.