Use Claude Code with TrustCo Bank
BankSync's MCP server can let Claude Code query supported TrustCo Bank account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with TrustCo Bank or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to TrustCo Bank
one key, every agent
Search for TrustCo Bank in BankSync
Sign up for BankSync and, if TrustCo Bank is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Code
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Start querying
Ask Claude Code about supported TrustCo Bank transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported TrustCo Bank account data through BankSync.
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"What Claude Code can access from TrustCo Bank
Accounts
List the TrustCo Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported TrustCo Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported TrustCo Bank accounts.
Holdings
View supported investment positions, quantities, and market values from TrustCo Bank.
Trades
Access supported investment trade and activity history from TrustCo Bank.
Loans
Check supported loan balances and provider-supplied liability details from TrustCo Bank.
Ready to connect Claude Code to TrustCo Bank?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or TrustCo Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.