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