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