Use Claude Desktop with Streetscape - Jefferies

BankSync's MCP server connects Claude Desktop to Streetscape - Jefferies, 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.

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Get Started Free Claude Desktop Setup Guide

How to connect Claude Desktop to Streetscape - Jefferies

Connect Streetscape - Jefferies to BankSync

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

Configure Claude Desktop

Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.

Start querying

Ask Claude Desktop about your Streetscape - Jefferies transactions, balances, and more using natural language.

Claude Desktop MCP Configuration

Add this configuration to connect Claude Desktop to your Streetscape - Jefferies data.

One-click install for the Claude Desktop app

Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.

Download banksync-mcp.mcpb

Claude Desktop Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Desktop can access from Streetscape - Jefferies

Transactions

Query Streetscape - Jefferies transactions by date range with merchant details, amounts, and categories.

Balances

Get live current and available balances for all your Streetscape - Jefferies accounts.

Accounts

List all checking, savings, and investment accounts linked through Streetscape - Jefferies.

Holdings

View investment positions, quantities, and market values from Streetscape - Jefferies brokerage accounts.

Trades

Access buy/sell/dividend transactions from your Streetscape - Jefferies investment accounts.

Loans

Check outstanding balances, interest rates, and payment schedules for Streetscape - Jefferies loans.

Ready to connect Claude Desktop to Streetscape - Jefferies?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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Claude Desktop Setup Guide|Streetscape - Jefferies Details|Claude Desktop + BankSync|MCP Tools Reference

BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Streetscape - Jefferies. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.