BankSync's MCP server connects Claude Desktop to Silvergate Bank - Personal Online Banking, 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 Silvergate Bank - Personal Online Banking account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Ask Claude Desktop about your Silvergate Bank - Personal Online Banking transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Silvergate Bank - Personal Online Banking data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Silvergate Bank - Personal Online Banking transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Silvergate Bank - Personal Online Banking accounts.
List all checking, savings, and investment accounts linked through Silvergate Bank - Personal Online Banking.
View investment positions, quantities, and market values from Silvergate Bank - Personal Online Banking brokerage accounts.
Access buy/sell/dividend transactions from your Silvergate Bank - Personal Online Banking investment accounts.
Check outstanding balances, interest rates, and payment schedules for Silvergate Bank - Personal Online Banking loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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