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