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