BankSync's MCP server connects Claude Code to TBO Bank Digital Branch - Digital Branch, 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 TBO Bank Digital Branch - Digital Branch account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Ask Claude Code about your TBO Bank Digital Branch - Digital Branch transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your TBO Bank Digital Branch - Digital Branch data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query TBO Bank Digital Branch - Digital Branch transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your TBO Bank Digital Branch - Digital Branch accounts.
List all checking, savings, and investment accounts linked through TBO Bank Digital Branch - Digital Branch.
View investment positions, quantities, and market values from TBO Bank Digital Branch - Digital Branch brokerage accounts.
Access buy/sell/dividend transactions from your TBO Bank Digital Branch - Digital Branch investment accounts.
Check outstanding balances, interest rates, and payment schedules for TBO Bank Digital Branch - Digital Branch loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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