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