BankSync's MCP server connects Claude Code to Verisight - Benefitwebaccess Participant, 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 Verisight - Benefitwebaccess Participant 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 Verisight - Benefitwebaccess Participant transactions, balances, and more using natural language.
Add this configuration to connect Claude Code to your Verisight - Benefitwebaccess Participant data.
claude mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"Query Verisight - Benefitwebaccess Participant transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Verisight - Benefitwebaccess Participant accounts.
List all checking, savings, and investment accounts linked through Verisight - Benefitwebaccess Participant.
View investment positions, quantities, and market values from Verisight - Benefitwebaccess Participant brokerage accounts.
Access buy/sell/dividend transactions from your Verisight - Benefitwebaccess Participant investment accounts.
Check outstanding balances, interest rates, and payment schedules for Verisight - Benefitwebaccess Participant loans.
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