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