BankSync's MCP server connects Claude Desktop to SNB Bank National Association - Personal, 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 SNB Bank National Association - Personal 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 SNB Bank National Association - Personal transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your SNB Bank National Association - Personal data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query SNB Bank National Association - Personal transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your SNB Bank National Association - Personal accounts.
List all checking, savings, and investment accounts linked through SNB Bank National Association - Personal.
View investment positions, quantities, and market values from SNB Bank National Association - Personal brokerage accounts.
Access buy/sell/dividend transactions from your SNB Bank National Association - Personal investment accounts.
Check outstanding balances, interest rates, and payment schedules for SNB Bank National Association - Personal loans.
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