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