BankSync's MCP server connects Claude Desktop to Newbridge Securities - Client Access, 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 Newbridge Securities - Client Access account through our secure connection.
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 Newbridge Securities - Client Access transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Newbridge Securities - Client Access data.
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"
}
}
}
}Query Newbridge Securities - Client Access transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Newbridge Securities - Client Access accounts.
List all checking, savings, and investment accounts linked through Newbridge Securities - Client Access.
View investment positions, quantities, and market values from Newbridge Securities - Client Access brokerage accounts.
Access buy/sell/dividend transactions from your Newbridge Securities - Client Access investment accounts.
Check outstanding balances, interest rates, and payment schedules for Newbridge Securities - Client Access loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Newbridge Securities - Client Access. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.