Manulife Bank
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Claude Code

Use Claude Code with Manulife Bank

BankSync's MCP server can let Claude Code query supported Manulife Bank 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 Manulife Bank or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.

CanadaTerminalMCP Connected

How to connect Claude Code to Manulife Bank

Creating a BankSync API key for an AI agent
one key, every agent
1

Search for Manulife Bank in BankSync

Sign up for BankSync and, if Manulife Bank is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Add BankSync to Claude Code

Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.

3

Sign in with OAuth

Claude Code opens a browser window to sign in to BankSync. No API key needed.

4

Start querying

Ask Claude Code about supported Manulife Bank transactions, balances, and more using natural language.

Claude Code MCP Configuration

Add this configuration to let Claude Code query supported Manulife Bank 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.

Terminal
claude mcp add --transport http banksync https://mcp.banksync.io

What Claude Code can access from Manulife Bank

Accounts

List the Manulife Bank accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Manulife Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Manulife Bank accounts.

Holdings

View supported investment positions, quantities, and market values from Manulife Bank.

Trades

Access supported investment trade and activity history from Manulife Bank.

Loans

Check supported loan balances and provider-supplied liability details from Manulife Bank.

Ready to connect Claude Code to Manulife Bank?

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 Code or Manulife Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.