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