BankSync — Claude Code MCP server: setup
Connects an AI agent to bank accounts, transactions, balances, and investments. Use it to query financial data or send records to connected services.
claude mcp add --transport http mcp https://mcp.banksync.ioWhat BankSync does
BankSync is a remote MCP server with 28 tools for bank connections, accounts, transactions, balances, investments, loans, workspaces, and sync jobs. An agent can inspect available accounts, retrieve financial records, configure data feeds, and start a sync.
The service uses Streamable HTTP at https://mcp.banksync.io. Feeds can send data to Notion, Google Sheets, or Airtable. A BankSync API key is required. The local npx bridge cannot connect without BANKSYNC_API_KEY.
What it helps with
- retrieve transactions from connected accounts
- compare balances across bank accounts
- inspect investment portfolio performance
- send financial records to Notion or Google Sheets
Example prompts for the agent
- Use BankSync to show my largest expenses from last month.
- Ask BankSync for the current balance of every connected account.
- Create a feed that sends my transactions to Notion, then trigger a sync.
How to install BankSync
1Platform CLI: remote server
claude mcp add --transport http mcp https://mcp.banksync.io2Platform CLI
claude mcp add --env BANKSYNC_API_KEY=<BANKSYNC_API_KEY> --transport stdio banksync -- npx -y @banksync/mcpReplace <…> with your own values
1Platform CLI: remote server
codex mcp add banksync --url https://mcp.banksync.io2Platform CLI
codex mcp add banksync --env BANKSYNC_API_KEY=<BANKSYNC_API_KEY> -- npx -y @banksync/mcpReplace <…> with your own values
Config file
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io"
}
}
}{
"mcpServers": {
"banksync": {
"command": "npx",
"args": [
"-y",
"@banksync/mcp"
],
"env": {
"BANKSYNC_API_KEY": "<BANKSYNC_API_KEY>"
}
}
}
}Replace <…> with your own values
Config file
{
"servers": {
"banksync": {
"type": "http",
"url": "https://mcp.banksync.io"
}
}
}{
"servers": {
"banksync": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"@banksync/mcp"
],
"env": {
"BANKSYNC_API_KEY": "<BANKSYNC_API_KEY>"
}
}
}
}Replace <…> with your own values
1Platform CLI: remote server
gemini mcp add -t http banksync https://mcp.banksync.io2Platform CLI
gemini mcp add -e BANKSYNC_API_KEY=<BANKSYNC_API_KEY> banksync npx -y @banksync/mcpReplace <…> with your own values
Step by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about BankSync
How do I install BankSync in Claude Code?
Run claude mcp add --env BANKSYNC_API_KEY=<BANKSYNC_API_KEY> --transport stdio banksync -- npx -y @banksync/mcp.
What does BankSync do?
BankSync gives an AI agent access to bank accounts, transactions, balances, investments, and loans. It can also create data feeds and run sync jobs for Notion, Google Sheets, and Airtable.
What does BankSync need to work?
You need a BankSync API key. With the local npx bridge, pass it through BANKSYNC_API_KEY; remote clients connect to https://mcp.banksync.io.
