BankSync's MCP server connects Claude Desktop to Mason Bank, 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 Mason Bank 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 Mason Bank transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Mason Bank data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Mason Bank transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Mason Bank accounts.
List all checking, savings, and investment accounts linked through Mason Bank.
View investment positions, quantities, and market values from Mason Bank brokerage accounts.
Access buy/sell/dividend transactions from your Mason Bank investment accounts.
Check outstanding balances, interest rates, and payment schedules for Mason Bank loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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