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