Use Claude Code with Surge Resources
BankSync's MCP server can let Claude Code query supported Surge Resources 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 Surge Resources or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Surge Resources
Search for Surge Resources in BankSync
Sign up for BankSync and, if Surge Resources is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported Surge Resources transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Surge Resources 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.ioWhat Claude Code can access from Surge Resources
Accounts
List the Surge Resources accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Surge Resources transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Surge Resources accounts.
Holdings
View supported investment positions, quantities, and market values from Surge Resources.
Trades
Access supported investment trade and activity history from Surge Resources.
Loans
Check supported loan balances and provider-supplied liability details from Surge Resources.
Ready to connect Claude Code to Surge Resources?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Surge Resources with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Surge Resources with ChatGPTOpenAI
- Use Surge Resources with Claude CoworkAnthropic
- Use Surge Resources with Claude DesktopAnthropic
- Use Surge Resources with CursorAnysphere
- Use Surge Resources with GeminiGoogle
- Use Surge Resources with GrokxAI
- Use Surge Resources with Hermes AgentNousResearch
- Use Surge Resources with Meta MuseMeta
Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
- Use Chase with Claude Code🇺🇸 United States
- Use American Express with Claude Code🇺🇸 United States
- Use Capital One with Claude Code🇺🇸 United States
- Use Wells Fargo with Claude Code🇺🇸 United States
- Use Citibank Online with Claude Code🇺🇸 United States
- Use Fidelity with Claude Code🇺🇸 United States
- Use Bank of America with Claude Code🇺🇸 United States
- Use Charles Schwab with Claude Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Surge Resources. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.