Use Claude Cowork with Alight - Caterpillar Inc.
BankSync's MCP server can let Claude Cowork query supported Alight - Caterpillar Inc. 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 Alight - Caterpillar Inc. or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Alight - Caterpillar Inc.
Search for Alight - Caterpillar Inc. in BankSync
Sign up for BankSync and, if Alight - Caterpillar Inc. 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 Alight - Caterpillar Inc. transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Alight - Caterpillar Inc. 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 Alight - Caterpillar Inc.
Accounts
List the Alight - Caterpillar Inc. accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Alight - Caterpillar Inc. transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Alight - Caterpillar Inc. accounts.
Holdings
View supported investment positions, quantities, and market values from Alight - Caterpillar Inc..
Trades
Access supported investment trade and activity history from Alight - Caterpillar Inc..
Loans
Check supported loan balances and provider-supplied liability details from Alight - Caterpillar Inc..
Ready to connect Claude Cowork to Alight - Caterpillar Inc.?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Alight - Caterpillar Inc. with another agent
The same BankSync MCP server and API key work with every one of these.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Alight - Caterpillar Inc.. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.