Use Claude Code with Sterling Bank and Trust
BankSync's MCP server can let Claude Code query supported Sterling Bank and Trust account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Sterling Bank and Trust or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Sterling Bank and Trust
Search for Sterling Bank and Trust in BankSync
Sign up for BankSync and, if Sterling Bank and Trust is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Code
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Start querying
Ask Claude Code about supported Sterling Bank and Trust transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Sterling Bank and Trust account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"What Claude Code can access from Sterling Bank and Trust
Accounts
List the Sterling Bank and Trust accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Sterling Bank and Trust transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Sterling Bank and Trust accounts.
Holdings
View supported investment positions, quantities, and market values from Sterling Bank and Trust.
Trades
Access supported investment trade and activity history from Sterling Bank and Trust.
Loans
Check supported loan balances and provider-supplied liability details from Sterling Bank and Trust.
Ready to connect Claude Code to Sterling Bank and Trust?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Sterling Bank and Trust. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.