BankSync's MCP server connects Claude Code to PFIC Securities, 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 PFIC Securities 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 PFIC Securities transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your PFIC Securities data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query PFIC Securities transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your PFIC Securities accounts.
List all checking, savings, and investment accounts linked through PFIC Securities.
View investment positions, quantities, and market values from PFIC Securities brokerage accounts.
Access buy/sell/dividend transactions from your PFIC Securities investment accounts.
Check outstanding balances, interest rates, and payment schedules for PFIC Securities loans.
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