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