Use Claude Desktop with M1 Finance
BankSync's MCP server can let Claude Desktop query supported M1 Finance 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 M1 Finance or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop to M1 Finance
one key, every agent
Search for M1 Finance in BankSync
Sign up for BankSync and, if M1 Finance 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 Desktop
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Start querying
Ask Claude Desktop about supported M1 Finance transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported M1 Finance account data through BankSync.
One-click install for the Claude Desktop app
Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.
Download banksync-mcp.mcpb{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop can access from M1 Finance
Accounts
List the M1 Finance accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported M1 Finance transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported M1 Finance accounts.
Holdings
View supported investment positions, quantities, and market values from M1 Finance.
Trades
Access supported investment trade and activity history from M1 Finance.
Loans
Check supported loan balances and provider-supplied liability details from M1 Finance.
Ready to connect Claude Desktop to M1 Finance?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or M1 Finance. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.