Use Claude Desktop with Manulife GRS
BankSync's MCP server can let Claude Desktop query supported Manulife GRS 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 GRS or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop to Manulife GRS
Search for Manulife GRS in BankSync
Sign up for BankSync and, if Manulife GRS 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 Manulife GRS transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported Manulife GRS 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 Manulife GRS
Accounts
List the Manulife GRS accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Manulife GRS transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Manulife GRS accounts.
Holdings
View supported investment positions, quantities, and market values from Manulife GRS.
Trades
Access supported investment trade and activity history from Manulife GRS.
Loans
Check supported loan balances and provider-supplied liability details from Manulife GRS.
Ready to connect Claude Desktop to Manulife GRS?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Manulife GRS with another agent
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Other banks you can use with Claude Desktop
Institutions in the same market that Claude Desktop can query through BankSync MCP.
- Use Valley Bank - Personal with Claude Desktop🇺🇸 United States
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- Use Alight - UBS with Claude Desktop🇺🇸 United States
- Use Bay Credit Union with Claude Desktop🇺🇸 United States
- Use Bright Start - College Savings Program (IL) - Individual with Claude Desktop🇺🇸 United States
- Use Old National Bank - ONPointe Treasury with Claude Desktop🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Manulife GRS. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.