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BankSync

Claude connectorCommunity

Connect your bank, brokerage, and credit accounts to query balances, transactions, holdings, and trades and build live financial dashboards…

View in Claude directory

BankSync securely connects your bank, credit card, and brokerage accounts and makes their data available to Claude.

Link your accounts once, then ask Claude about your finances in plain language.

With BankSync connected, Claude can:

  • Read transactions, balances, account details, holdings, trades, and loans across all your connected institutions
  • Search and filter your financial history ("how much did I spend on groceries last month?")
  • Build queries, dashboards, and widgets to visualize spending, cash flow, net worth, and portfolio performance
  • Sync data on a schedule to destinations like Google Sheets, Excel, and databases
  • Categorize and enrich transactions automatically

BankSync handles the hard parts of financial data — institution coverage, secure consent management, deduplication, and keeping balances fresh — so you can focus on the insights. All access is read-only by default and scoped to the workspace you connect.

Whether you're tracking personal spending and net worth, reconciling the books for a business, or monitoring an investment portfolio, BankSync gives Claude a complete, up-to-date picture of your accounts ~ no manual exports required.

Tools
94

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#1161of 7,2942places up24h49places down7d
#981#1,031#1,081#1,131Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Rank by trending score

#1026of 3,07264places up24h22places down7d
#663#780#897#1,014Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Popularity score

10,435+1324h+1957d
9,6019,82910,05710,285Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Trending score

22,928+1,06324h+1,6537d
19,36923,51227,65531,798Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

1 listing change logged · latest Sep 25: One-liner. See what changed

In its categories

How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.

Financial services177th of 990 by popularity · 153rd of 446 by trending score
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All 998 Financial services connectors

Productivity602nd of 4,005 by popularity · 557th of 1,642 by trending score
Order by

All 4,049 Productivity connectors

Data analytics340th of 2,740 by popularity · 361st of 1,228 by trending score
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All 2,778 Data analytics connectors

Install

Add BankSync to a Messages API request via the MCP connector:
{
  "mcp_servers": [
    {
      "type": "url",
      "url": "https://mcp.banksync.io",
      "name": "banksync",
      "authorization_token": "YOUR_OAUTH_TOKEN"
    }
  ]
}

Include the header anthropic-beta: mcp-client-2025-04-04. Obtain the OAuth token by authorizing BankSync in your 
account.

Tools

  • attach_widget
  • cancel_job
  • check_template_preconditions
  • connect_bank
  • create_bank_link
  • create_dashboard
  • create_enrichment
  • create_feed
  • create_folder
  • create_multi_feed_query
  • create_portal
  • create_query
  • create_query_derived_query
  • create_relationship
  • create_static_query
  • create_table_saved_view
  • create_widget
  • delete_bank
Show all 94
  • delete_dashboard
  • delete_enrichment
  • delete_feed
  • delete_folder
  • delete_integration
  • delete_portal
  • delete_query
  • delete_relationship
  • delete_widget
  • describe_actions
  • describe_fields
  • describe_template
  • describe_widget_kind
  • get_account
  • get_balance
  • get_bank
  • get_dashboard
  • get_data_type_schema
  • get_enrichment
  • get_family_usage
  • get_feed
  • get_folder
  • get_holdings
  • get_job
  • get_loan
  • get_query
  • get_trades
  • get_transactions
  • get_widget
  • get_workspace
  • instantiate_template
  • list_accounts
  • list_banks
  • list_dashboards
  • list_enrichments
  • list_feed_sources
  • list_feeds
  • list_folders
  • list_integrations
  • list_jobs
  • list_portals
  • list_queries
  • list_relationships
  • list_templates
  • list_widget_kinds
  • list_widgets
  • list_workspaces
  • move_folder
  • preview_enrichment
  • preview_query
  • publish_dashboard
  • publish_template
  • publish_widget
  • read_doc
  • resolve_field_binding
  • search_docs
  • search_institutions
  • search_queries
  • search_widgets
  • set_dashboard_filter
  • suggest_widgets
  • trigger_learn
  • trigger_sync
  • update_dashboard
  • update_enrichment
  • update_feed
  • update_folder
  • update_portal
  • update_query
  • update_widget
  • validate_action
  • validate_feed
  • validate_widget_spec
  • widget_pipeline_append
  • widget_pipeline_move
  • widget_pipeline_remove
Categories
Made by
BankSync HQ · Website
Sign-in
Required
Connector URL
https://mcp.banksync.io/
Transport
Streamable HTTP
Permissions
BankSync can read the financial accounts you connect, including transactions, balances, account details, investment holdings, trades, and loans, across the banks and brokerages you link. On your behalf it can also create and manage BankSync resources: feeds, queries, dashboards, widgets, and transaction enrichments, run on-demand syncs, and connect or remove account connections. BankSync cannot move money, make payments, or initiate transfers ~ access to your financial institutions is read-only.
Works with
Claude, Claude API, Claude Code, Claude Desktop
Handles
  • financial records
  • bank account details
  • transaction history
  • investment & brokerage holdings
  • account balances
Acts on
Finances, Pipelines & jobs
Everyday life
Money
Added
June 22, 2026
More info
Sponsorship
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