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