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