Use Claude Code with NH Trust Financial Advisors - Trust Portal
BankSync's MCP server can let Claude Code query supported NH Trust Financial Advisors - Trust Portal 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 NH Trust Financial Advisors - Trust Portal or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to NH Trust Financial Advisors - Trust Portal
Search for NH Trust Financial Advisors - Trust Portal in BankSync
Sign up for BankSync and, if NH Trust Financial Advisors - Trust Portal is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported NH Trust Financial Advisors - Trust Portal transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported NH Trust Financial Advisors - Trust Portal 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.
claude mcp add --transport http banksync https://mcp.banksync.ioWhat Claude Code can access from NH Trust Financial Advisors - Trust Portal
Accounts
List the NH Trust Financial Advisors - Trust Portal accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported NH Trust Financial Advisors - Trust Portal transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported NH Trust Financial Advisors - Trust Portal accounts.
Holdings
View supported investment positions, quantities, and market values from NH Trust Financial Advisors - Trust Portal.
Trades
Access supported investment trade and activity history from NH Trust Financial Advisors - Trust Portal.
Loans
Check supported loan balances and provider-supplied liability details from NH Trust Financial Advisors - Trust Portal.
Ready to connect Claude Code to NH Trust Financial Advisors - Trust Portal?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use NH Trust Financial Advisors - Trust Portal with another agent
The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
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- Use Charles Schwab with Claude Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or NH Trust Financial Advisors - Trust Portal. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.