Use Claude Code with The Solomon Foundation - Client
BankSync's MCP server can let Claude Code query supported The Solomon Foundation - Client account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with The Solomon Foundation - Client or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to The Solomon Foundation - Client
Search for The Solomon Foundation - Client in BankSync
Sign up for BankSync and, if The Solomon Foundation - Client is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported The Solomon Foundation - Client transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported The Solomon Foundation - Client account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
claude mcp add --transport http banksync https://mcp.banksync.ioWhat Claude Code can access from The Solomon Foundation - Client
Accounts
List the The Solomon Foundation - Client accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported The Solomon Foundation - Client transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported The Solomon Foundation - Client accounts.
Holdings
View supported investment positions, quantities, and market values from The Solomon Foundation - Client.
Trades
Access supported investment trade and activity history from The Solomon Foundation - Client.
Loans
Check supported loan balances and provider-supplied liability details from The Solomon Foundation - Client.
Ready to connect Claude Code to The Solomon Foundation - Client?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use The Solomon Foundation - Client with another agent
The same BankSync MCP server and API key work with every one of these.
- Use The Solomon Foundation - Client with ChatGPTOpenAI
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- Use The Solomon Foundation - Client with GrokxAI
- Use The Solomon Foundation - Client with Hermes AgentNousResearch
- Use The Solomon Foundation - Client with Meta MuseMeta
Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
- Use Chase with Claude Code🇺🇸 United States
- Use American Express with Claude Code🇺🇸 United States
- Use Capital One with Claude Code🇺🇸 United States
- Use Wells Fargo with Claude Code🇺🇸 United States
- Use Citibank Online with Claude Code🇺🇸 United States
- Use Fidelity with Claude Code🇺🇸 United States
- Use Bank of America with Claude Code🇺🇸 United States
- Use Charles Schwab with Claude Code🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or The Solomon Foundation - Client. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.