BankSync's MCP server connects Claude Code to State Bank of Cerro Gordo, 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 State Bank of Cerro Gordo 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 State Bank of Cerro Gordo transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your State Bank of Cerro Gordo data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query State Bank of Cerro Gordo transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your State Bank of Cerro Gordo accounts.
List all checking, savings, and investment accounts linked through State Bank of Cerro Gordo.
View investment positions, quantities, and market values from State Bank of Cerro Gordo brokerage accounts.
Access buy/sell/dividend transactions from your State Bank of Cerro Gordo investment accounts.
Check outstanding balances, interest rates, and payment schedules for State Bank of Cerro Gordo loans.
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