Use Claude Desktop with Flex (Flexible Finance)
BankSync's MCP server connects Claude Desktop to Flex (Flexible Finance), 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.
How to connect Claude Desktop to Flex (Flexible Finance)
Connect Flex (Flexible Finance) to BankSync
Sign up for BankSync and securely link your Flex (Flexible Finance) account through our secure connection.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Desktop
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Start querying
Ask Claude Desktop about your Flex (Flexible Finance) transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to connect Claude Desktop to your Flex (Flexible Finance) data.
One-click install for the Claude Desktop app
Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.
Download banksync-mcp.mcpb{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Desktop can access from Flex (Flexible Finance)
Transactions
Query Flex (Flexible Finance) transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Flex (Flexible Finance) accounts.
Accounts
List all checking, savings, and investment accounts linked through Flex (Flexible Finance).
Holdings
View investment positions, quantities, and market values from Flex (Flexible Finance) brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Flex (Flexible Finance) investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Flex (Flexible Finance) loans.
Ready to connect Claude Desktop to Flex (Flexible Finance)?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Flex (Flexible Finance). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.