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