BankSync's MCP server connects Claude Code to TriState Capital Bank - Small Business, 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 TriState Capital Bank - Small Business 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 TriState Capital Bank - Small Business transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your TriState Capital Bank - Small Business data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query TriState Capital Bank - Small Business transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your TriState Capital Bank - Small Business accounts.
List all checking, savings, and investment accounts linked through TriState Capital Bank - Small Business.
View investment positions, quantities, and market values from TriState Capital Bank - Small Business brokerage accounts.
Access buy/sell/dividend transactions from your TriState Capital Bank - Small Business investment accounts.
Check outstanding balances, interest rates, and payment schedules for TriState Capital Bank - Small Business loans.
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