BankSync's MCP server connects Claude Desktop to re360 (Corporate), 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 re360 (Corporate) 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 re360 (Corporate) transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your re360 (Corporate) data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query re360 (Corporate) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your re360 (Corporate) accounts.
List all checking, savings, and investment accounts linked through re360 (Corporate).
View investment positions, quantities, and market values from re360 (Corporate) brokerage accounts.
Access buy/sell/dividend transactions from your re360 (Corporate) investment accounts.
Check outstanding balances, interest rates, and payment schedules for re360 (Corporate) loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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