Use Claude Desktop with Solutions Plus Bank
BankSync's MCP server connects Claude Desktop to Solutions Plus Bank, 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.
How to connect Claude Desktop to Solutions Plus Bank
Connect Solutions Plus Bank to BankSync
Sign up for BankSync and securely link your Solutions Plus Bank account through our secure connection.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Desktop
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Start querying
Ask Claude Desktop about your Solutions Plus Bank transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to connect Claude Desktop to your Solutions Plus Bank data.
One-click install for the Claude Desktop app
Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.
Download banksync-mcp.mcpb{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop can access from Solutions Plus Bank
Transactions
Query Solutions Plus Bank transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Solutions Plus Bank accounts.
Accounts
List all checking, savings, and investment accounts linked through Solutions Plus Bank.
Holdings
View investment positions, quantities, and market values from Solutions Plus Bank brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Solutions Plus Bank investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Solutions Plus Bank loans.
Ready to connect Claude Desktop to Solutions Plus Bank?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Solutions Plus Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.