BankSync's MCP server connects Claude Code to Securities Research Inc, 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 Securities Research Inc 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 Securities Research Inc transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Securities Research Inc data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Securities Research Inc transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Securities Research Inc accounts.
List all checking, savings, and investment accounts linked through Securities Research Inc.
View investment positions, quantities, and market values from Securities Research Inc brokerage accounts.
Access buy/sell/dividend transactions from your Securities Research Inc investment accounts.
Check outstanding balances, interest rates, and payment schedules for Securities Research Inc loans.
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