BankSync
Claude connectorCommunityConnect your bank, brokerage, and credit accounts to query balances, transactions, holdings, and trades and build live financial dashboards…
- Tools
- 94
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
#1078of 5,1834places up24h36places down7d
Rank by trending score
#1034of 2,45430places up24h144places down7d
Popularity score
10,044+3424h+2027d
Trending score
33,541+60324h+1,5917d
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 services168th of 691 by popularity · 154th of 364 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 165 | 10,087 | 82places down | ||
| 166 | 10,063 | 28places down | ||
| 167 | 10,050 | 60places down | ||
| 168 | BankSyncThis page | 10,044 | 36places down | |
| 169 |  Trademo Hermes for Claude | 9,993 | 40places down | |
| 170 | 9,983 | 1,152places up | ||
| 171 |  Atominvest MCP | 9,964 | 60places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 151 | 33,775 | 171places down | ||
| 152 | 33,699 | 120places down | ||
| 153 | 33,654 | 244places up | ||
| 154 | BankSyncThis page | 33,541 | 144places down | |
| 155 | 33,485 | 167places down | ||
| 156 | 33,448 | 626places down | ||
| 157 |  D&B Finance Analytics | 33,444 | 117places down |
Productivity550th of 2,822 by popularity · 554th of 1,305 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 547 |  Alpic | 10,066 | 77places down | |
| 548 | 10,058 | 70places down | ||
| 549 | 10,054 | 21places down | ||
| 550 | BankSyncThis page | 10,044 | 36places down | |
| 551 | 10,044 | 68places down | ||
| 552 | 10,043 | 75places down | ||
| 553 | 10,031 | 21places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 551 | 33,654 | 244places up | ||
| 552 | 33,630 | 301places up | ||
| 553 | 33,626 | 197places down | ||
| 554 | BankSyncThis page | 33,541 | 144places down | |
| 555 | 33,519 | 269places down | ||
| 556 | 33,514 | 164places down | ||
| 557 | 33,460 | 244places down |
Data analytics291st of 1,936 by popularity · 333rd of 937 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 288 | Alpic | 10,066 | 77places down | |
| 289 | 10,058 | 70places down | ||
| 290 | 10,046 | 64places down | ||
| 291 | BankSyncThis page | 10,044 | 36places down | |
| 292 | 10,043 | 75places down | ||
| 293 | 10,031 | 21places down | ||
| 294 | 10,029 | 189places up |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 330 | 33,692 | 289places down | ||
| 331 | 33,659 | 974places up | ||
| 332 | 33,630 | 301places up | ||
| 333 | BankSyncThis page | 33,541 | 144places down | |
| 334 | D&B Finance Analytics | 33,444 | 117places down | |
| 335 | 33,405 | 120places down | ||
| 336 |  ClickFunnels | 33,353 | 161places down |
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.
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 94Show fewer
- 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
- 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