BankSync's MCP server connects Claude Desktop to Popular Direct - Personal, 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 Popular Direct - Personal account through our secure connection.
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 Popular Direct - Personal transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Popular Direct - Personal data.
Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.
Download banksync-mcp.mcpb
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Popular Direct - Personal transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Popular Direct - Personal accounts.
List all checking, savings, and investment accounts linked through Popular Direct - Personal.
View investment positions, quantities, and market values from Popular Direct - Personal brokerage accounts.
Access buy/sell/dividend transactions from your Popular Direct - Personal investment accounts.
Check outstanding balances, interest rates, and payment schedules for Popular Direct - Personal loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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