BankSync's MCP server connects Claude Code to Rivers Edge Bank - Retail Online, 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 Rivers Edge Bank - Retail Online account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your Rivers Edge Bank - Retail Online transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Rivers Edge Bank - Retail Online data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Rivers Edge Bank - Retail Online transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Rivers Edge Bank - Retail Online accounts.
List all checking, savings, and investment accounts linked through Rivers Edge Bank - Retail Online.
View investment positions, quantities, and market values from Rivers Edge Bank - Retail Online brokerage accounts.
Access buy/sell/dividend transactions from your Rivers Edge Bank - Retail Online investment accounts.
Check outstanding balances, interest rates, and payment schedules for Rivers Edge Bank - Retail Online loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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