BankSync's MCP server connects Claude Code to Pleo Financial Services A/S, 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 Pleo Financial Services A/S 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 Pleo Financial Services A/S transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Pleo Financial Services A/S 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 Pleo Financial Services A/S transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Pleo Financial Services A/S accounts.
List all checking, savings, and investment accounts linked through Pleo Financial Services A/S.
View investment positions, quantities, and market values from Pleo Financial Services A/S brokerage accounts.
Access buy/sell/dividend transactions from your Pleo Financial Services A/S investment accounts.
Check outstanding balances, interest rates, and payment schedules for Pleo Financial Services A/S 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 Pleo Financial Services A/S. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.