Use Claude Desktop with Qtrade Direct Investing

BankSync's MCP server can let Claude Desktop query supported Qtrade Direct Investing 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 Qtrade Direct Investing or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.

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How to connect Claude Desktop to Qtrade Direct Investing

Creating a BankSync API key for an AI agent

one key, every agent

Search for Qtrade Direct Investing in BankSync

Sign up for BankSync and, if Qtrade Direct Investing is available, link your account through a provider-hosted or bank-hosted authorization flow.

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

Configure Claude Desktop

Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.

Start querying

Ask Claude Desktop about supported Qtrade Direct Investing transactions, balances, and more using natural language.

Claude Desktop MCP Configuration

Add this configuration to let Claude Desktop query supported Qtrade Direct Investing account data through BankSync.

One-click install for the Claude Desktop app

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

Claude Desktop Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Desktop can access from Qtrade Direct Investing

Accounts

List the Qtrade Direct Investing accounts connected through BankSync and visible to the API key scopes you grant.

Balances

Get current and available balances for supported Qtrade Direct Investing accounts.

Holdings

View supported investment positions, quantities, and market values from Qtrade Direct Investing.

Trades

Access supported investment trade and activity history from Qtrade Direct Investing.

Orders

Access supported open and pending investment orders from Qtrade Direct Investing.

your finances, in the conversation

Ready to connect Claude Desktop to Qtrade Direct Investing?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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Claude Desktop setup guide Qtrade Direct Investing details MCP tools reference

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Use Qtrade Direct Investing with another agent

The same BankSync MCP server and API key work with every one of these.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Qtrade Direct Investing. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.