Use Claude Desktop with Neuflize OBC
BankSync's MCP server connects Claude Desktop to Neuflize OBC, 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.
How to connect Claude Desktop to Neuflize OBC
Connect Neuflize OBC to BankSync
Sign up for BankSync and securely link your Neuflize OBC account through our secure connection.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Desktop
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Start querying
Ask Claude Desktop about your Neuflize OBC transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to connect Claude Desktop to your Neuflize OBC data.
One-click install for the Claude Desktop app
Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.
Download banksync-mcp.mcpb{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop can access from Neuflize OBC
Transactions
Query Neuflize OBC transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Neuflize OBC accounts.
Accounts
List all checking, savings, and investment accounts linked through Neuflize OBC.
Holdings
View investment positions, quantities, and market values from Neuflize OBC brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Neuflize OBC investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Neuflize OBC loans.
Ready to connect Claude Desktop to Neuflize OBC?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Neuflize OBC. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.