BankSync's MCP server connects Claude Code to Morris Bank - mBiz Online Banking, 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 Morris Bank - mBiz Online Banking account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your Morris Bank - mBiz Online Banking transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Morris Bank - mBiz Online Banking data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Morris Bank - mBiz Online Banking transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Morris Bank - mBiz Online Banking accounts.
List all checking, savings, and investment accounts linked through Morris Bank - mBiz Online Banking.
View investment positions, quantities, and market values from Morris Bank - mBiz Online Banking brokerage accounts.
Access buy/sell/dividend transactions from your Morris Bank - mBiz Online Banking investment accounts.
Check outstanding balances, interest rates, and payment schedules for Morris Bank - mBiz Online Banking loans.
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