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