Use Claude Desktop with MOA_Test
BankSync's MCP server connects Claude Desktop to MOA_Test, 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 MOA_Test
Connect MOA_Test to BankSync
Sign up for BankSync and securely link your MOA_Test 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 MOA_Test transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to connect Claude Desktop to your MOA_Test 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 MOA_Test
Transactions
Query MOA_Test transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your MOA_Test accounts.
Accounts
List all checking, savings, and investment accounts linked through MOA_Test.
Holdings
View investment positions, quantities, and market values from MOA_Test brokerage accounts.
Trades
Access buy/sell/dividend transactions from your MOA_Test investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for MOA_Test loans.
Ready to connect Claude Desktop to MOA_Test?
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 MOA_Test. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.