BankSync's MCP server connects Claude Desktop to MidWestOne Bank (Pilot Testing), 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 MidWestOne Bank (Pilot Testing) account through our secure connection.
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 MidWestOne Bank (Pilot Testing) transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your MidWestOne Bank (Pilot Testing) data.
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"
}
}
}
}Query MidWestOne Bank (Pilot Testing) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your MidWestOne Bank (Pilot Testing) accounts.
List all checking, savings, and investment accounts linked through MidWestOne Bank (Pilot Testing).
View investment positions, quantities, and market values from MidWestOne Bank (Pilot Testing) brokerage accounts.
Access buy/sell/dividend transactions from your MidWestOne Bank (Pilot Testing) investment accounts.
Check outstanding balances, interest rates, and payment schedules for MidWestOne Bank (Pilot Testing) loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or MidWestOne Bank (Pilot Testing). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.