Use Claude Code with REDW Business & Financial Advisors

BankSync's MCP server connects Claude Code to REDW Business & Financial Advisors, 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.

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Get Started Free Claude Code Setup Guide

How to connect Claude Code to REDW Business & Financial Advisors

Connect REDW Business & Financial Advisors to BankSync

Generate an API key

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

Configure Claude Code

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

Start querying

Ask Claude Code about your REDW Business & Financial Advisors transactions, balances, and more using natural language.

Claude Code MCP Configuration

Add this configuration to connect Claude Code to your REDW Business & Financial Advisors data.

Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.

Terminal

claude mcp add --transport http banksync https://mcp.banksync.io \
  --header "X-API-Key: bsk_your_key_here"

What Claude Code can access from REDW Business & Financial Advisors

Transactions

Query REDW Business & Financial Advisors transactions by date range with merchant details, amounts, and categories.

Balances

Get live current and available balances for all your REDW Business & Financial Advisors accounts.

Accounts

List all checking, savings, and investment accounts linked through REDW Business & Financial Advisors.

Holdings

View investment positions, quantities, and market values from REDW Business & Financial Advisors brokerage accounts.

Trades

Access buy/sell/dividend transactions from your REDW Business & Financial Advisors investment accounts.

Loans

Check outstanding balances, interest rates, and payment schedules for REDW Business & Financial Advisors loans.

Ready to connect Claude Code to REDW Business & Financial Advisors?

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

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Claude Code Setup Guide|REDW Business & Financial Advisors Details|Claude Code + BankSync|MCP Tools Reference

BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or REDW Business & Financial Advisors. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.