BankSync's MCP server connects Claude Code to Stage_EWB, 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 Stage_EWB account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your Stage_EWB transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Stage_EWB data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Stage_EWB transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Stage_EWB accounts.
List all checking, savings, and investment accounts linked through Stage_EWB.
View investment positions, quantities, and market values from Stage_EWB brokerage accounts.
Access buy/sell/dividend transactions from your Stage_EWB investment accounts.
Check outstanding balances, interest rates, and payment schedules for Stage_EWB loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started Free