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