Use Claude Code with McAdams Wright Ragen - Client Access

BankSync's MCP server connects Claude Code to McAdams Wright Ragen - Client Access, 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.

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Get Started Free Claude Code Setup Guide

How to connect Claude Code to McAdams Wright Ragen - Client Access

Connect McAdams Wright Ragen - Client Access to BankSync

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

Configure Claude Code

Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.

Start querying

Ask Claude Code about your McAdams Wright Ragen - Client Access transactions, balances, and more using natural language.

Claude Code MCP Configuration

Add this configuration to connect Claude Code to your McAdams Wright Ragen - Client Access data.

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 \
  --header "X-API-Key: bsk_your_key_here"

What Claude Code can access from McAdams Wright Ragen - Client Access

Transactions

Query McAdams Wright Ragen - Client Access transactions by date range with merchant details, amounts, and categories.

Balances

Get live current and available balances for all your McAdams Wright Ragen - Client Access accounts.

Accounts

List all checking, savings, and investment accounts linked through McAdams Wright Ragen - Client Access.

Holdings

View investment positions, quantities, and market values from McAdams Wright Ragen - Client Access brokerage accounts.

Trades

Access buy/sell/dividend transactions from your McAdams Wright Ragen - Client Access investment accounts.

Loans

Check outstanding balances, interest rates, and payment schedules for McAdams Wright Ragen - Client Access loans.

Ready to connect Claude Code to McAdams Wright Ragen - Client Access?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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Claude Code Setup Guide|McAdams Wright Ragen - Client Access Details|Claude Code + BankSync|MCP Tools Reference

BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or McAdams Wright Ragen - Client Access. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.