The BankSync MCP Server enables AI assistants to access your financial data securely. Query transactions, check balances, and analyze spending patterns using natural language.
AI Integration
Connect Claude and other MCP clients
Secure Access
Read-only access to your data
Natural Language
Query data conversationally
What is MCP?
Model Context Protocol (MCP) is an open standard that allows AI models to securely connect to external data sources. With the BankSync MCP server, you can ask AI assistants questions about your finances in plain English.
Setting Up the MCP Server
Installation Steps
Install the package
Run: npm install -g @banksync/mcp-server
Get your API key
Generate an API key in Settings > API in the BankSync app.
Configure the server
Set your API key as an environment variable: BANKSYNC_API_KEY=your_key
Start the server
Run: banksync-mcp to start the MCP server.
Connect your AI client
Configure Claude Desktop or other MCP client to connect to localhost:3000.
Claude Desktop Configuration
Add the following to your Claude Desktop MCP configuration file:
Available Tools
The MCP server exposes these tools to AI assistants:
get_transactions
Query transactions with date range and filters
get_balances
Get current account balances
get_accounts
List all connected accounts
get_spending_summary
Analyze spending by category
get_feeds
List configured feeds and status
get_recent_activity
Get recent transactions across accounts
Security Considerations
Read-Only Access
Cannot modify data or trigger actions
Local Only
Server runs locally on your machine
API Key Auth
Requires your personal API key
Scoped Permissions
Only accesses data you've synced