BankSync's MCP server connects Claude Code to National Exchange Bank & Trust Exchange OnLine, 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 National Exchange Bank & Trust Exchange OnLine 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 National Exchange Bank & Trust Exchange OnLine transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your National Exchange Bank & Trust Exchange OnLine data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query National Exchange Bank & Trust Exchange OnLine transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your National Exchange Bank & Trust Exchange OnLine accounts.
List all checking, savings, and investment accounts linked through National Exchange Bank & Trust Exchange OnLine.
View investment positions, quantities, and market values from National Exchange Bank & Trust Exchange OnLine brokerage accounts.
Access buy/sell/dividend transactions from your National Exchange Bank & Trust Exchange OnLine investment accounts.
Check outstanding balances, interest rates, and payment schedules for National Exchange Bank & Trust Exchange OnLine loans.
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