Use Claude Desktop with OneSource Employee Management

BankSync's MCP server can let Claude Desktop query supported OneSource Employee Management 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 OneSource Employee Management or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.

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How to connect Claude Desktop to OneSource Employee Management

Creating a BankSync API key for an AI agent — one key, every agent

Search for OneSource Employee Management in BankSync

Sign up for BankSync and, if OneSource Employee Management is available, link your account through a provider-hosted or bank-hosted authorization flow.

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

Configure Claude Desktop

Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.

Start querying

Ask Claude Desktop about supported OneSource Employee Management transactions, balances, and more using natural language.

Claude Desktop MCP Configuration

Add this configuration to let Claude Desktop query supported OneSource Employee Management account data through BankSync.

One-click install for the Claude Desktop app

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

Claude Desktop Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Desktop can access from OneSource Employee Management

Accounts

List the OneSource Employee Management accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported OneSource Employee Management transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported OneSource Employee Management accounts.

Holdings

View supported investment positions, quantities, and market values from OneSource Employee Management.

Trades

Access supported investment trade and activity history from OneSource Employee Management.

Loans

Check supported loan balances and provider-supplied liability details from OneSource Employee Management.

Ready to connect Claude Desktop to OneSource Employee Management?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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Claude Desktop setup guide OneSource Employee Management details MCP tools reference

Use OneSource Employee Management with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Claude Desktop

Institutions in the same market that Claude Desktop can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or OneSource Employee Management. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.