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