BankSync's MCP server connects Claude Code to United Fidelity Bank - 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 United Fidelity Bank - Business 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 Fidelity Bank - Business transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your United Fidelity Bank - Business data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query United Fidelity Bank - Business transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your United Fidelity Bank - Business accounts.
List all checking, savings, and investment accounts linked through United Fidelity Bank - Business.
View investment positions, quantities, and market values from United Fidelity Bank - Business brokerage accounts.
Access buy/sell/dividend transactions from your United Fidelity Bank - Business investment accounts.
Check outstanding balances, interest rates, and payment schedules for United Fidelity Bank - 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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