Use Claude Code with Rocket Dollar
BankSync's MCP server can let Claude Code query supported Rocket Dollar account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Rocket Dollar or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Rocket Dollar
Search for Rocket Dollar in BankSync
Sign up for BankSync and, if Rocket Dollar is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported Rocket Dollar transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Rocket Dollar account data through BankSync.
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.ioWhat Claude Code can access from Rocket Dollar
Accounts
List the Rocket Dollar accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Rocket Dollar transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Rocket Dollar accounts.
Holdings
View supported investment positions, quantities, and market values from Rocket Dollar.
Trades
Access supported investment trade and activity history from Rocket Dollar.
Loans
Check supported loan balances and provider-supplied liability details from Rocket Dollar.
Ready to connect Claude Code to Rocket Dollar?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Rocket Dollar with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Rocket Dollar with ChatGPTOpenAI
- Use Rocket Dollar with Claude CoworkAnthropic
- Use Rocket Dollar with Claude DesktopAnthropic
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- Use Rocket Dollar with GeminiGoogle
- Use Rocket Dollar with GrokxAI
- Use Rocket Dollar with Hermes AgentNousResearch
- Use Rocket Dollar with Meta MuseMeta
Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
- Use Chase with Claude Code🇺🇸 United States
- Use American Express with Claude Code🇺🇸 United States
- Use Capital One with Claude Code🇺🇸 United States
- Use Wells Fargo with Claude Code🇺🇸 United States
- Use Citibank Online with Claude Code🇺🇸 United States
- Use Fidelity with Claude Code🇺🇸 United States
- Use Bank of America with Claude Code🇺🇸 United States
- Use Charles Schwab with Claude Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Rocket Dollar. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.