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