BankSync's MCP server connects Claude Desktop to Platypus Bank Credit Check, 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 Platypus Bank Credit Check account through Plaid.
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 Platypus Bank Credit Check transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Platypus Bank Credit Check data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Platypus Bank Credit Check transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Platypus Bank Credit Check accounts.
List all checking, savings, and investment accounts linked through Platypus Bank Credit Check.
View investment positions, quantities, and market values from Platypus Bank Credit Check brokerage accounts.
Access buy/sell/dividend transactions from your Platypus Bank Credit Check investment accounts.
Check outstanding balances, interest rates, and payment schedules for Platypus Bank Credit Check loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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