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