Use Claude Cowork with 21st Century Bank
BankSync's MCP server can let Claude Cowork query supported 21st Century Bank account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with 21st Century Bank or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to 21st Century Bank
Search for 21st Century Bank in BankSync
Sign up for BankSync and, if 21st Century Bank is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Cowork
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Start querying
Ask Claude Cowork about supported 21st Century Bank transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported 21st Century Bank account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork can access from 21st Century Bank
Accounts
List the 21st Century Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported 21st Century Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported 21st Century Bank accounts.
Holdings
View supported investment positions, quantities, and market values from 21st Century Bank.
Trades
Access supported investment trade and activity history from 21st Century Bank.
Loans
Check supported loan balances and provider-supplied liability details from 21st Century Bank.
Ready to connect Claude Cowork to 21st Century Bank?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use 21st Century Bank with another agent
The same BankSync MCP server and API key work with every one of these.
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Institutions in the same market that Claude Cowork can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or 21st Century Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.