Use Claude Cowork with 365 Bank

BankSync's MCP server can let Claude Cowork query supported 365 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 365 Bank or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.

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Get Started FreeClaude Cowork Setup Guide

How to connect Claude Cowork to 365 Bank

Creating a BankSync API key for an AI agent — one key, every agent

Search for 365 Bank in BankSync

Sign up for BankSync and, if 365 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 365 Bank transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to let Claude Cowork query supported 365 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.

Claude Cowork Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Cowork can access from 365 Bank

Accounts

List the 365 Bank accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported 365 Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported 365 Bank accounts.

Ready to connect Claude Cowork to 365 Bank?

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Claude Cowork setup guide 365 Bank details MCP tools reference

Use 365 Bank with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Claude Cowork

Institutions in the same market that Claude Cowork can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or 365 Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.