Use Claude Code with Urban Partnership Bank - Personal Online
BankSync's MCP server can let Claude Code query supported Urban Partnership Bank - Personal Online 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 Urban Partnership Bank - Personal Online or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Urban Partnership Bank - Personal Online
Search for Urban Partnership Bank - Personal Online in BankSync
Sign up for BankSync and, if Urban Partnership Bank - Personal Online 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 Urban Partnership Bank - Personal Online transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Urban Partnership Bank - Personal Online 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 Urban Partnership Bank - Personal Online
Accounts
List the Urban Partnership Bank - Personal Online accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Urban Partnership Bank - Personal Online transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Urban Partnership Bank - Personal Online accounts.
Holdings
View supported investment positions, quantities, and market values from Urban Partnership Bank - Personal Online.
Trades
Access supported investment trade and activity history from Urban Partnership Bank - Personal Online.
Loans
Check supported loan balances and provider-supplied liability details from Urban Partnership Bank - Personal Online.
Ready to connect Claude Code to Urban Partnership Bank - Personal Online?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Urban Partnership Bank - Personal Online with another agent
The same BankSync MCP server and API key work with every one of these.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Urban Partnership Bank - Personal Online. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.