Use Claude Code with Mercer Wealth Solutions
BankSync's MCP server can let Claude Code query supported Mercer Wealth Solutions 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 Mercer Wealth Solutions or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Mercer Wealth Solutions
Search for Mercer Wealth Solutions in BankSync
Sign up for BankSync and, if Mercer Wealth Solutions is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported Mercer Wealth Solutions transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Mercer Wealth Solutions account data through BankSync.
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.
claude mcp add --transport http banksync https://mcp.banksync.ioWhat Claude Code can access from Mercer Wealth Solutions
Accounts
List the Mercer Wealth Solutions accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Mercer Wealth Solutions transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Mercer Wealth Solutions accounts.
Holdings
View supported investment positions, quantities, and market values from Mercer Wealth Solutions.
Trades
Access supported investment trade and activity history from Mercer Wealth Solutions.
Loans
Check supported loan balances and provider-supplied liability details from Mercer Wealth Solutions.
Ready to connect Claude Code to Mercer Wealth Solutions?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Mercer Wealth Solutions with another agent
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Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
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- Use Charles Schwab with Claude Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Mercer Wealth Solutions. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.