BankSync's MCP server connects Claude Desktop to MUTB Shareworks - Business, 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 MUTB Shareworks - Business account through Plaid.
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 MUTB Shareworks - Business transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your MUTB Shareworks - Business data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query MUTB Shareworks - Business transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your MUTB Shareworks - Business accounts.
List all checking, savings, and investment accounts linked through MUTB Shareworks - Business.
View investment positions, quantities, and market values from MUTB Shareworks - Business brokerage accounts.
Access buy/sell/dividend transactions from your MUTB Shareworks - Business investment accounts.
Check outstanding balances, interest rates, and payment schedules for MUTB Shareworks - Business loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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