Use Claude Code with PMI Resource
BankSync's MCP server can let Claude Code query supported PMI Resource account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with PMI Resource or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to PMI Resource
Search for PMI Resource in BankSync
Sign up for BankSync and, if PMI Resource is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported PMI Resource transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported PMI Resource account data through BankSync.
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.ioWhat Claude Code can access from PMI Resource
Accounts
List the PMI Resource accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported PMI Resource transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported PMI Resource accounts.
Holdings
View supported investment positions, quantities, and market values from PMI Resource.
Trades
Access supported investment trade and activity history from PMI Resource.
Loans
Check supported loan balances and provider-supplied liability details from PMI Resource.
Ready to connect Claude Code to PMI Resource?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use PMI Resource with another agent
The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
- Use Chase with Claude Code🇺🇸 United States
- Use American Express with Claude Code🇺🇸 United States
- Use Capital One with Claude Code🇺🇸 United States
- Use Wells Fargo with Claude Code🇺🇸 United States
- Use Citibank Online with Claude Code🇺🇸 United States
- Use Fidelity with Claude Code🇺🇸 United States
- Use Bank of America with Claude Code🇺🇸 United States
- Use Charles Schwab with Claude Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or PMI Resource. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.