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