BankSync's MCP server connects Claude Desktop to Oakworth Capital Bank - Wealth Management & Trust (Trust), 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 Oakworth Capital Bank - Wealth Management & Trust (Trust) 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 Oakworth Capital Bank - Wealth Management & Trust (Trust) transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Oakworth Capital Bank - Wealth Management & Trust (Trust) 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 Oakworth Capital Bank - Wealth Management & Trust (Trust) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Oakworth Capital Bank - Wealth Management & Trust (Trust) accounts.
List all checking, savings, and investment accounts linked through Oakworth Capital Bank - Wealth Management & Trust (Trust).
View investment positions, quantities, and market values from Oakworth Capital Bank - Wealth Management & Trust (Trust) brokerage accounts.
Access buy/sell/dividend transactions from your Oakworth Capital Bank - Wealth Management & Trust (Trust) investment accounts.
Check outstanding balances, interest rates, and payment schedules for Oakworth Capital Bank - Wealth Management & Trust (Trust) 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 Oakworth Capital Bank - Wealth Management & Trust (Trust). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.