BankSync's MCP server connects Claude Code to PensionSource - Account Value.com - Participants, 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 PensionSource - Account Value.com - Participants account through our secure connection.
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 PensionSource - Account Value.com - Participants transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your PensionSource - Account Value.com - Participants data.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query PensionSource - Account Value.com - Participants transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your PensionSource - Account Value.com - Participants accounts.
List all checking, savings, and investment accounts linked through PensionSource - Account Value.com - Participants.
View investment positions, quantities, and market values from PensionSource - Account Value.com - Participants brokerage accounts.
Access buy/sell/dividend transactions from your PensionSource - Account Value.com - Participants investment accounts.
Check outstanding balances, interest rates, and payment schedules for PensionSource - Account Value.com - Participants 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 Code or PensionSource - Account Value.com - Participants. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.