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