BankSync's MCP server connects Claude Code to Trinity 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 Trinity Bank account through our secure connection.
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 Trinity Bank transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Trinity Bank data.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Trinity Bank transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Trinity Bank accounts.
List all checking, savings, and investment accounts linked through Trinity Bank.
View investment positions, quantities, and market values from Trinity Bank brokerage accounts.
Access buy/sell/dividend transactions from your Trinity Bank investment accounts.
Check outstanding balances, interest rates, and payment schedules for Trinity Bank loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Trinity Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.