Use Claude Code with Montrose Savings Bank
BankSync's MCP server connects Claude Code to Montrose Savings Bank, 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 Code to Montrose Savings Bank
Connect Montrose Savings Bank to BankSync
Sign up for BankSync and securely link your Montrose Savings Bank account through our secure connection.
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 Montrose Savings Bank transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to connect Claude Code to your Montrose Savings Bank 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.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"What Claude Code can access from Montrose Savings Bank
Transactions
Query Montrose Savings Bank transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Montrose Savings Bank accounts.
Accounts
List all checking, savings, and investment accounts linked through Montrose Savings Bank.
Holdings
View investment positions, quantities, and market values from Montrose Savings Bank brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Montrose Savings Bank investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Montrose Savings Bank loans.
Ready to connect Claude Code to Montrose Savings Bank?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Montrose Savings Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.