BankSync's MCP server connects Claude Code to Oak Associates Funds, 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 Oak Associates Funds account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your Oak Associates Funds transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Oak Associates Funds data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Oak Associates Funds transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Oak Associates Funds accounts.
List all checking, savings, and investment accounts linked through Oak Associates Funds.
View investment positions, quantities, and market values from Oak Associates Funds brokerage accounts.
Access buy/sell/dividend transactions from your Oak Associates Funds investment accounts.
Check outstanding balances, interest rates, and payment schedules for Oak Associates Funds loans.
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