Use Claude Code with Sabal Palm Bank
BankSync's MCP server can let Claude Code query supported Sabal Palm Bank 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 Sabal Palm Bank or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Sabal Palm Bank
Search for Sabal Palm Bank in BankSync
Sign up for BankSync and, if Sabal Palm Bank is available, link your account through a provider-hosted or bank-hosted authorization flow.
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 supported Sabal Palm Bank transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Sabal Palm Bank 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.io \
--header "X-API-Key: bsk_your_key_here"What Claude Code can access from Sabal Palm Bank
Accounts
List the Sabal Palm Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Sabal Palm Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Sabal Palm Bank accounts.
Holdings
View supported investment positions, quantities, and market values from Sabal Palm Bank.
Trades
Access supported investment trade and activity history from Sabal Palm Bank.
Loans
Check supported loan balances and provider-supplied liability details from Sabal Palm Bank.
Ready to connect Claude Code to Sabal Palm Bank?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Sabal Palm Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.