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