NetExchange Client
Use Claude Code with NetExchange Client
BankSync's MCP server can let Claude Code query supported NetExchange Client account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with NetExchange Client or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
United StatesTerminalMCP Connected
How to connect Claude Code to NetExchange Client
1
Search for NetExchange Client in BankSync
Sign up for BankSync and, if NetExchange Client is available, link your account through a provider-hosted or bank-hosted authorization flow.
2
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
3
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.
4
Start querying
Ask Claude Code about supported NetExchange Client transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported NetExchange Client account data through BankSync.
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.
Terminal
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"What Claude Code can access from NetExchange Client
Accounts
List the NetExchange Client accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported NetExchange Client transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported NetExchange Client accounts.
Holdings
View supported investment positions, quantities, and market values from NetExchange Client.
Trades
Access supported investment trade and activity history from NetExchange Client.
Loans
Check supported loan balances and provider-supplied liability details from NetExchange Client.
your finances, in the conversation
Ready to connect Claude Code to NetExchange Client?
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or NetExchange Client. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.