Use Claude Code with Mesirow Financial
BankSync's MCP server can let Claude Code query supported Mesirow Financial 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 Mesirow Financial or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Mesirow Financial
Search for Mesirow Financial in BankSync
Sign up for BankSync and, if Mesirow Financial 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 Mesirow Financial transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Mesirow Financial 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 Mesirow Financial
Accounts
List the Mesirow Financial accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Mesirow Financial transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Mesirow Financial accounts.
Holdings
View supported investment positions, quantities, and market values from Mesirow Financial.
Trades
Access supported investment trade and activity history from Mesirow Financial.
Loans
Check supported loan balances and provider-supplied liability details from Mesirow Financial.
Ready to connect Claude Code to Mesirow Financial?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Mesirow Financial with another agent
The same BankSync MCP server and API key work with every one of these.
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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 Fidelity with Claude Code🇺🇸 United States
- Use Citibank Online with Claude Code🇺🇸 United States
- Use Bank of America with Claude Code🇺🇸 United States
- Use Charles Schwab with Claude Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Mesirow Financial. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.