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