Use Claude Code with Wealthscape - Prudential
BankSync's MCP server can let Claude Code query supported Wealthscape - Prudential account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Wealthscape - Prudential or Claude Code. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Code to Wealthscape - Prudential
Search for Wealthscape - Prudential in BankSync
Sign up for BankSync and, if Wealthscape - Prudential is available, link your account through a provider-hosted or bank-hosted authorization flow.
Add BankSync to Claude Code
Add the BankSync MCP server to Claude Code. Follow our Claude Code setup guide for the exact command.
Sign in with OAuth
Claude Code opens a browser window to sign in to BankSync. No API key needed.
Start querying
Ask Claude Code about supported Wealthscape - Prudential transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to let Claude Code query supported Wealthscape - Prudential account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
claude mcp add --transport http banksync https://mcp.banksync.ioWhat Claude Code can access from Wealthscape - Prudential
Accounts
List the Wealthscape - Prudential accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Wealthscape - Prudential transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Wealthscape - Prudential accounts.
Holdings
View supported investment positions, quantities, and market values from Wealthscape - Prudential.
Trades
Access supported investment trade and activity history from Wealthscape - Prudential.
Loans
Check supported loan balances and provider-supplied liability details from Wealthscape - Prudential.
Ready to connect Claude Code to Wealthscape - Prudential?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Wealthscape - Prudential with another agent
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Other banks you can use with Claude Code
Institutions in the same market that Claude Code can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Wealthscape - Prudential. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.