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