BankSync's MCP server connects Claude Code to The First State Bank (OK) - 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 The First State Bank (OK) - Personal 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 First State Bank (OK) - Personal transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your The First State Bank (OK) - Personal data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query The First State Bank (OK) - Personal transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your The First State Bank (OK) - Personal accounts.
List all checking, savings, and investment accounts linked through The First State Bank (OK) - Personal.
View investment positions, quantities, and market values from The First State Bank (OK) - Personal brokerage accounts.
Access buy/sell/dividend transactions from your The First State Bank (OK) - Personal investment accounts.
Check outstanding balances, interest rates, and payment schedules for The First State Bank (OK) - Personal loans.
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