Your bank
2,900+ supported
Claude
AI assistant
Connect Claude to your bank data
Add Synci as a custom connector in Claude's settings and it can work through your real transaction history, read-only, for the accounts you choose.
In practice
What you can ask Claude.
Questions that reach past one account, one statement period, or the merchant names your bank sends.
ClaudeSynci connectedExample data€2,847 a month averaged over 24 months, and trending up. Against your current balances that is 10.8 months of runway.
Average monthly outgoings
€2,84710.8 months of runway
Needs two years of history, where your bank provides it
Why Synci
Can Claude read my bank transactions?
Yes, once you put a connector in between. Claude cannot log in to a bank, but it can talk to Synci: link your bank through its own regulated open-banking login, then add Synci as a custom connector in Claude's settings by pasting https://api.synci.io/mcp. Claude reads the accounts you shared, and nothing else.
What matters after that is depth. On Pro, Claude reads up to 2 years of transactions, where your bank provides it, with merchant names already cleaned up.
Features
Claude
- Added as a custom connector in Claude's settings, then a normal sign-in
- Reads up to 2 years of transactions on Pro, where your bank provides it
- Enriched merchant names, so categories do not rely on guesswork
- Spans banks, brokerages and crypto exchanges in a single answer
- Read-only by design: Claude cannot move money or change anything
- Revoke its access from your Synci account whenever you want
Scope
Exactly what Claude can and cannot do.
Claude reaches your accounts through five read-only tools.
- list_accounts
- get_account_balance
- list_transactions
- list_holdings
- list_connections
Claude can
- List the accounts you shared, across banks, brokerages and crypto exchanges
- Read recent balance snapshots, with the timestamp they were taken
- Read transactions in a date range you or it asks for
- Read investment and crypto holdings: symbol, quantity, market value
- Check the health of your connections, so it can tell you when data is stale
Claude cannot
- Move money, make payments, or place trades
- Change anything at all: the server is read-only and has no write operations
- See accounts you did not share, or reach your bank directly
- See your bank login, which never leaves your bank's own flow
- See sensitive identifiers: IBAN, BBAN, card numbers, phone numbers and owner names are omitted
Enrichment is opt-in and separate from this: when you turn it on, only pseudonymised transaction data reaches our enrichment provider, and it is never used to train models or shared with unrelated third parties. See our privacy policy for the detail.
Setup
Setting up Claude
Connect your bank
Log in through your bank's own PSD2 flow. Synci never sees or stores your credentials.
Choose what Claude sees
Share the accounts you want Claude to reason about. The rest stay invisible.
Add the connector
In Claude's settings, add a custom connector and paste https://api.synci.io/mcp, then sign in to Synci and approve access.
Give it something hard
Ask the open-ended ones: multi-year comparisons, net worth across every institution, or where a category quietly grew.
Pricing
Pay per connection.
Pick the plan that matches how often you want fresh data and how far back you need to look. All plans include a 14-day free trial.
Basic
Our entry pay-per-connection plan. Perfect for people with simple needs.
connections
€2.00/month
€23.99 billed yearly
14 days free, cancel anytime.
Includes:
- Unlimited accounts
- Unlimited destinations
- 2 rules per connection
- Bank sync every 6 hours
- 60-day data retention
- Not included:Priority support
AI assistants:
- 60 days of history for your AI assistant
- Not included:Merchant identification
- Not included:Transaction categorization
Pro
Depth for your AI assistants and budgeting tools: enrichment, up to two years of history & fast sync.
connections
€4.33/month
€51.99 billed yearly
14 days free, cancel anytime.
Includes:
- Unlimited accounts
- Unlimited destinations
- Unlimited rules
- Bank sync every 2 hours
- 730-day data retention
- Priority support
AI assistants:
- Up to 2 years of history for your AI assistant
- Merchant identification
- Transaction categorization
Business
Unlimited pay-as-you-go plan tailored to developers and businesses.
connections
Usage-based pricing
Bespoke agreement.
Includes:
- Unlimited accounts
- Unlimited destinations
- Unlimited rules
- Bank sync every 2 hours
- 730-day data retention
- Priority support
AI assistants:
- Up to 2 years of history for your AI assistant
- Merchant identification
- Transaction categorization
FAQ
Common questions
Yes, through Synci. Add Synci as a custom connector in Claude's settings using https://api.synci.io/mcp and sign in. Claude then reads the accounts you chose: transactions, balances and holdings, answered in plain language.
Open Claude's settings, add a custom connector, and paste https://api.synci.io/mcp. Claude takes you through signing in and approving access. No API keys to create or store: it is a standard OAuth sign-in.
On Basic, 60 days. On Pro, up to 2 years, where your bank provides it. Many PSD2 banks hand over roughly 90 days, others up to 24 months. Claude reasons over whatever your bank gave us.
If your connection predates the change that raised Pro's window, we may only hold what the previous limit retained, and it grows from there. Re-authorising the connection re-imports the history your bank offers.
It can list your accounts, read balance snapshots, read transactions in a date range, read holdings, and check whether a connection is healthy. That is the entire surface: no write operations, so it cannot move money or place a trade.
No. Authentication happens in your bank's own login flow through regulated open-banking APIs. Neither Synci nor Claude ever receives your bank credentials, and identifiers like IBAN and card numbers are omitted from everything Claude reads.
Yes, at any time, from your Synci account. You can also keep the connector and unshare individual accounts, which narrows what Claude sees without disconnecting it.
Other assistants
Not using Claude?
The same connection works in every MCP-compatible assistant. Only the setup differs.
We are not affiliated with, associated with, or endorsed by Anthropic. Claude, and related names and marks, are trademarks of Anthropic. The official Claude website can be found at https://claude.ai.
