BankSync's MCP server connects Claude Desktop to Rhodes Securities 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.
Sign up for BankSync and securely link your Rhodes Securities Inc 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 Rhodes Securities Inc transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Rhodes Securities Inc data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Rhodes Securities Inc transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Rhodes Securities Inc accounts.
List all checking, savings, and investment accounts linked through Rhodes Securities Inc.
View investment positions, quantities, and market values from Rhodes Securities Inc brokerage accounts.
Access buy/sell/dividend transactions from your Rhodes Securities Inc investment accounts.
Check outstanding balances, interest rates, and payment schedules for Rhodes Securities Inc loans.
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