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