BankSync's MCP server connects Claude Code to Rocky Mountain Bank & Trust, 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 Rocky Mountain Bank & Trust 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 Rocky Mountain Bank & Trust transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Rocky Mountain Bank & Trust data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Rocky Mountain Bank & Trust transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Rocky Mountain Bank & Trust accounts.
List all checking, savings, and investment accounts linked through Rocky Mountain Bank & Trust.
View investment positions, quantities, and market values from Rocky Mountain Bank & Trust brokerage accounts.
Access buy/sell/dividend transactions from your Rocky Mountain Bank & Trust investment accounts.
Check outstanding balances, interest rates, and payment schedules for Rocky Mountain Bank & Trust loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started Free