Use Claude Desktop with Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments)
BankSync's MCP server can let Claude Desktop query supported Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) 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 Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Desktop to Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments)
Search for Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) in BankSync
Sign up for BankSync and, if Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) 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 Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to let Claude Desktop query supported Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) 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{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop can access from Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments)
Accounts
List the Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) accounts.
Holdings
View supported investment positions, quantities, and market values from Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments).
Trades
Access supported investment trade and activity history from Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments).
Loans
Check supported loan balances and provider-supplied liability details from Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments).
Ready to connect Claude Desktop to Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments)?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) with another agent
The same BankSync MCP server and API key work with every one of these.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.