BankSync MCP Server: Install & Setup

Install BankSync in Claude Code

Remote URL

Claude Code

claude mcp add --transport http banksync https://mcp.banksync.io

mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io"
    }
  }
}

npm

Claude Code

claude mcp add banksync -e BANKSYNC_API_KEY=... -- npx -y @banksync/mcp

mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)

{
  "mcpServers": {
    "banksync": {
      "command": "npx",
      "args": [
        "-y",
        "@banksync/mcp"
      ],
      "env": {
        "BANKSYNC_API_KEY": "..."
      }
    }
  }
}

PyPI (uv)

Claude Code

claude mcp add banksync -e BANKSYNC_API_KEY=... -- uvx banksync-mcp

mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)

{
  "mcpServers": {
    "banksync": {
      "command": "uvx",
      "args": [
        "banksync-mcp"
      ],
      "env": {
        "BANKSYNC_API_KEY": "..."
      }
    }
  }
}

Replace each ... with your own value.

Frequently asked questions

What does the BankSync MCP server do?

Connect AI agents to bank accounts, transactions, balances, and investments.

Is the BankSync MCP server free?

The server is free, but you will likely need an account. The server itself is free, but it connects to a service that needs an account or API key, which may have paid tiers. Check the provider for current pricing.

Does BankSync run locally or remotely?

Local + Remote. Can run locally or be used as a hosted remote server.

How do I add BankSync to Claude Code?

Run: claude mcp add --transport http banksync https://mcp.banksync.io

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