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