Use Claude Desktop with UWFS
BankSync's MCP server connects Claude Desktop to UWFS, 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 UWFS
Connect UWFS to BankSync
Sign up for BankSync and securely link your UWFS 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 UWFS transactions, balances, and more using natural language.
Claude Desktop MCP Configuration
Add this configuration to connect Claude Desktop to your UWFS 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 UWFS
Transactions
Query UWFS transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your UWFS accounts.
Accounts
List all checking, savings, and investment accounts linked through UWFS.
Holdings
View investment positions, quantities, and market values from UWFS brokerage accounts.
Trades
Access buy/sell/dividend transactions from your UWFS investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for UWFS loans.
Ready to connect Claude Desktop to UWFS?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or UWFS. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.