Use Claude Code with Resource Management, Inc
BankSync's MCP server connects Claude Code to Resource Management, Inc, 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.
How to connect Claude Code to Resource Management, Inc
Connect Resource Management, Inc to BankSync
Sign up for BankSync and securely link your Resource Management, Inc account through our secure connection.
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 Resource Management, Inc transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to connect Claude Code to your Resource Management, Inc 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.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"What Claude Code can access from Resource Management, Inc
Transactions
Query Resource Management, Inc transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Resource Management, Inc accounts.
Accounts
List all checking, savings, and investment accounts linked through Resource Management, Inc.
Holdings
View investment positions, quantities, and market values from Resource Management, Inc brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Resource Management, Inc investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Resource Management, Inc loans.
Ready to connect Claude Code to Resource Management, Inc?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Resource Management, Inc. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.