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