Use Claude Code with ROGER
BankSync's MCP server connects Claude Code to ROGER, 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 ROGER
Connect ROGER to BankSync
Sign up for BankSync and securely link your ROGER 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 ROGER transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to connect Claude Code to your ROGER 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 ROGER
Transactions
Query ROGER transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your ROGER accounts.
Accounts
List all checking, savings, and investment accounts linked through ROGER.
Holdings
View investment positions, quantities, and market values from ROGER brokerage accounts.
Trades
Access buy/sell/dividend transactions from your ROGER investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for ROGER loans.
Ready to connect Claude Code to ROGER?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Code or ROGER. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.