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