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