Use Claude Code with UBB
BankSync's MCP server can let Claude Code query supported UBB 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 UBB or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to UBB
one key, every agent
Search for UBB in BankSync
Sign up for BankSync and, if UBB 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 UBB transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported UBB 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 UBB
Accounts
List the UBB accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported UBB transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported UBB accounts.
Ready to connect Claude Code to UBB?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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Use UBB with another agent
The same BankSync MCP server and API key work with every one of these.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or UBB. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.