Setup instructions for Claude
Add connector in Claude
1. Open Claude.ai in a web browser or use the Claude desktop app.
2. Go to Settings > Connectors > Add Custom Connector.
3. Enter your financial institution’s name in the Name field.
4. Paste your personal link (copied above) into the URL field.
5. Select Add.
Authenticate
6. In the Connectors list, find your financial institution’s name and select Connect.
7. A new window will open to your online banking login screen. Log in as usual.
8. Review the permissions and select Authorize to grant Claude access to your financial data.
Start using the connector
9. Start a new chat and ask a question (e.g., “Can you show me my account information?”). Select Allow always on the access prompts.
Troubleshooting
- You will need to re-authenticate every 7 days.
- Claude: Navigate to Claude Settings > Connectors > “Connect”
- Only account signers / admins can create new custom connectors on team plans.
- Each team member will need to authenticate individually with their banking login to access the connector.