Use Claude Desktop with Whitney Securities - Streetscape

BankSync's MCP server can let Claude Desktop query supported Whitney Securities - Streetscape 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 Whitney Securities - Streetscape or Claude Desktop. Names are used only to describe potential account-data coverage and client compatibility.

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Get Started Free Claude Desktop Setup Guide

How to connect Claude Desktop to Whitney Securities - Streetscape

Creating a BankSync API key for an AI agent — one key, every agent

Search for Whitney Securities - Streetscape in BankSync

Sign up for BankSync and, if Whitney Securities - Streetscape is available, link your account through a provider-hosted or bank-hosted authorization flow.

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

Configure Claude Desktop

Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.

Start querying

Ask Claude Desktop about supported Whitney Securities - Streetscape transactions, balances, and more using natural language.

Claude Desktop MCP Configuration

Add this configuration to let Claude Desktop query supported Whitney Securities - Streetscape account data through BankSync.

One-click install for the Claude Desktop app

Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.

Download banksync-mcp.mcpb

Claude Desktop Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Desktop can access from Whitney Securities - Streetscape

Accounts

List the Whitney Securities - Streetscape accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Whitney Securities - Streetscape transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Whitney Securities - Streetscape accounts.

Holdings

View supported investment positions, quantities, and market values from Whitney Securities - Streetscape.

Trades

Access supported investment trade and activity history from Whitney Securities - Streetscape.

Loans

Check supported loan balances and provider-supplied liability details from Whitney Securities - Streetscape.

Ready to connect Claude Desktop to Whitney Securities - Streetscape?

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Claude Desktop setup guide Whitney Securities - Streetscape details MCP tools reference

Use Whitney Securities - Streetscape with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Claude Desktop

Institutions in the same market that Claude Desktop can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Whitney Securities - Streetscape. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.