BankSync's MCP server connects Claude Desktop to Velo (by East West Bank), 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 Velo (by East West Bank) account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Ask Claude Desktop about your Velo (by East West Bank) transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Velo (by East West Bank) data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Velo (by East West Bank) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Velo (by East West Bank) accounts.
List all checking, savings, and investment accounts linked through Velo (by East West Bank).
View investment positions, quantities, and market values from Velo (by East West Bank) brokerage accounts.
Access buy/sell/dividend transactions from your Velo (by East West Bank) investment accounts.
Check outstanding balances, interest rates, and payment schedules for Velo (by East West Bank) loans.
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