BankSync's MCP server connects Claude Desktop to UFB Direct, 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 UFB Direct account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Ask Claude Desktop about your UFB Direct transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your UFB Direct data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query UFB Direct transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your UFB Direct accounts.
List all checking, savings, and investment accounts linked through UFB Direct.
View investment positions, quantities, and market values from UFB Direct brokerage accounts.
Access buy/sell/dividend transactions from your UFB Direct investment accounts.
Check outstanding balances, interest rates, and payment schedules for UFB Direct loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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