Use Claude Desktop with Maxim Group- Netxinvestor
BankSync's MCP server connects Claude Desktop to Maxim Group- Netxinvestor, 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.
How to connect Claude Desktop to Maxim Group- Netxinvestor
Connect Maxim Group- Netxinvestor to BankSync
Sign up for BankSync and securely link your Maxim Group- Netxinvestor account through our secure connection.
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 your Maxim Group- Netxinvestor transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to connect Claude Desktop to your Maxim Group- Netxinvestor data.
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 Maxim Group- Netxinvestor
Transactions
Query Maxim Group- Netxinvestor transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Maxim Group- Netxinvestor accounts.
Accounts
List all checking, savings, and investment accounts linked through Maxim Group- Netxinvestor.
Holdings
View investment positions, quantities, and market values from Maxim Group- Netxinvestor brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Maxim Group- Netxinvestor investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Maxim Group- Netxinvestor loans.
Ready to connect Claude Desktop to Maxim Group- Netxinvestor?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Maxim Group- Netxinvestor. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.