How to connect
Claude or ChatGPT
to your bank accounts
A practical guide for SME CEOs. Follow these 5 steps once and your AI assistant will have live access to your financial data — forever. No spreadsheets. No exports. Just ask.
- Ask financial questions in plain language
- Live balances & transactions from all accounts
- Cash flow forecasts, client rankings, expense reports
- Multi-company, multi-bank in one conversation
- Read-only — AI can never move your money
- PSD2-regulated by the National Bank of Belgium
Technical skill required: None
Cost: Free to start
What you need
Make sure you have these three things ready. The whole setup takes about 10 minutes.
You need a paid plan to use connectors and MCP servers. For Claude: Pro, Max, Team or Enterprise. For ChatGPT: Plus or Team.
The free plan on either platform does not support third-party connectors.
Create a free account at mybanx.io. No credit card required to register. The AI MCP Connector is 150 EUR/year — billed only after your free trial.
You can explore and connect your bank before any payment is due.
You will need to log into your bank's website once to authorize the read-only connection. mybanx supports 2,000+ European banks across 24 countries.
ING, BNP, KBC, Belfius, Revolut, N26, Santander, Deutsche Bank and many more.
5 steps.
10 minutes.
Done forever.
Follow these steps in order. Each one takes only a few minutes and you only ever do it once.
Create your free mybanx account
Go to mybanx.io and click Create an account.
- Enter your email address and choose a password
- Confirm your email address via the link sent to you
- Verify your mobile phone number
No credit card required. The whole registration takes under 2 minutes.
Use your company email so team members can be invited later if needed.
Create your company profile
Once logged in, click Add a Company in the dashboard.
- Enter your company name and basic details
- This organises your bank accounts per legal entity
- You can add multiple companies if you manage several entities — Claude will be able to query all of them
This step takes about 1 minute.
Connect your bank account
Go to Bank Accounts and click Add an account.
- Search for your bank (e.g. ING, BNP, KBC, Revolut, N26…)
- You will be redirected to your bank's official secure login page — this is standard PSD2 Open Banking, the same technology your bank uses
- Log in with your usual online banking credentials and authorize read-only access
- Repeat for each bank account you want your AI to access
mybanx can never initiate payments or transfers. The access is strictly read-only. Your bank credentials are never stored by mybanx — only a secure OAuth token is kept.
Generate your Application Key
This step creates the secure credentials that allow your AI assistant to read your bank data on your behalf.
- In mybanx, go to the Applications menu
- Click New Application and choose Collect Data
- Select the connector: "mybanx's AI MCP Server — 150 EUR/year" and click Create
- You will see an Application Key and a Client Secret
Copy and save your Application Key and Client Secret now — you will need them in the next step. Treat them like a password.
Connect Claude or ChatGPT to mybanx
Choose your AI assistant below and follow the matching instructions.
Best for: browser and mobile users with a Claude Pro, Max, Team or Enterprise plan.
- Go to claude.ai/settings/connectors
- In the search box, type mybanx.io and click on it
- Click Connect and complete the OAuth authentication
- Enter your Application Key and Client Secret when asked
- Open a new Claude conversation and start asking!
Requires Claude Pro, Max, Team or Enterprise.
Best for: desktop app users. Add mybanx to your MCP configuration file:
Restart your app after saving the config file. The MCP server will authenticate you on first use.
Once connected, open a new conversation and ask your first financial question. Your AI assistant now has live access to all your connected bank accounts.
Free plan available · No credit card required · PSD2 regulated
What you can ask Claude or ChatGPT
once connected
Ask in plain English, French, Dutch — any language. Here are real examples of what SME CEOs ask every day.
Is it safe to connect an AI
to my bank accounts?
Security is a natural concern. Here is what you need to know.
Read-only access
Claude and mybanx can only read your transaction history and balances. It is technically impossible to initiate payments or transfers through this connection — it's a structural limitation of the API, not just a policy.
EU-regulated under PSD2
mybanx.io is regulated by the National Bank of Belgium under PSD2 — the same legal framework that governs all European banks and payment services. Not a startup workaround; a regulated financial service.
Your credentials stay yours
Your bank login details are never shared with mybanx or Claude. The connection uses OAuth tokens — the same secure standard used by millions of apps worldwide including Google, LinkedIn, and your bank's own mobile app.
Frequently asked questions
Claude: A paid plan is required (Pro, Max, Team or Enterprise) to use connectors. See current pricing at claude.ai/pricing.
ChatGPT: A Plus or Team plan is required for MCP connector access.
Ask your AI anything
about your business finances.
Create your free account, connect your bank, and ask your first question to Claude or ChatGPT in under 10 minutes.
Free plan available · No credit card required · PSD2 regulated · Read-only access
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