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