BankSync's MCP server connects Claude Code to Oak Bank (WI) - Business, 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 Bank (WI) - Business 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 Bank (WI) - Business transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Oak Bank (WI) - Business data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Oak Bank (WI) - Business transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Oak Bank (WI) - Business accounts.
List all checking, savings, and investment accounts linked through Oak Bank (WI) - Business.
View investment positions, quantities, and market values from Oak Bank (WI) - Business brokerage accounts.
Access buy/sell/dividend transactions from your Oak Bank (WI) - Business investment accounts.
Check outstanding balances, interest rates, and payment schedules for Oak Bank (WI) - Business loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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