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