Use Claude Code with Univest - Personal
BankSync's MCP server can let Claude Code query supported Univest - Personal account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Univest - Personal or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Univest - Personal
Search for Univest - Personal in BankSync
Sign up for BankSync and, if Univest - Personal is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported Univest - Personal transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Univest - Personal account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
claude mcp add --transport http banksync https://mcp.banksync.ioWhat Claude Code can access from Univest - Personal
Accounts
List the Univest - Personal accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Univest - Personal transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Univest - Personal accounts.
Holdings
View supported investment positions, quantities, and market values from Univest - Personal.
Trades
Access supported investment trade and activity history from Univest - Personal.
Loans
Check supported loan balances and provider-supplied liability details from Univest - Personal.
Ready to connect Claude Code to Univest - Personal?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Univest - Personal with another agent
The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Univest - Personal. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.