BankSync's MCP server connects Claude Desktop to Prevail Bank - 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 Prevail Bank - Personal 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 Prevail Bank - Personal transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Prevail Bank - Personal data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Prevail Bank - Personal transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Prevail Bank - Personal accounts.
List all checking, savings, and investment accounts linked through Prevail Bank - Personal.
View investment positions, quantities, and market values from Prevail Bank - Personal brokerage accounts.
Access buy/sell/dividend transactions from your Prevail Bank - Personal investment accounts.
Check outstanding balances, interest rates, and payment schedules for Prevail Bank - 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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