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