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