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