BankSync's MCP server connects Claude Desktop to MARI - Client Monitoring and Reporting System, 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 MARI - Client Monitoring and Reporting System 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 MARI - Client Monitoring and Reporting System transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your MARI - Client Monitoring and Reporting System data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query MARI - Client Monitoring and Reporting System transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your MARI - Client Monitoring and Reporting System accounts.
List all checking, savings, and investment accounts linked through MARI - Client Monitoring and Reporting System.
View investment positions, quantities, and market values from MARI - Client Monitoring and Reporting System brokerage accounts.
Access buy/sell/dividend transactions from your MARI - Client Monitoring and Reporting System investment accounts.
Check outstanding balances, interest rates, and payment schedules for MARI - Client Monitoring and Reporting System loans.
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