Use Claude Desktop with Optimum Employer Solutions
BankSync's MCP server connects Claude Desktop to Optimum Employer Solutions, 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.
How to connect Claude Desktop to Optimum Employer Solutions
Connect Optimum Employer Solutions to BankSync
Sign up for BankSync and securely link your Optimum Employer Solutions account through our secure connection.
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 your Optimum Employer Solutions transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to connect Claude Desktop to your Optimum Employer Solutions data.
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{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop can access from Optimum Employer Solutions
Transactions
Query Optimum Employer Solutions transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Optimum Employer Solutions accounts.
Accounts
List all checking, savings, and investment accounts linked through Optimum Employer Solutions.
Holdings
View investment positions, quantities, and market values from Optimum Employer Solutions brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Optimum Employer Solutions investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Optimum Employer Solutions loans.
Ready to connect Claude Desktop to Optimum Employer Solutions?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Optimum Employer Solutions. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.