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