BankSync's MCP server connects Claude Cowork to Alight - Phillips 66, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your Alight - Phillips 66 account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Ask Claude Cowork about your Alight - Phillips 66 transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Alight - Phillips 66 data.
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"
}
}
}
}Query Alight - Phillips 66 transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Alight - Phillips 66 accounts.
List all checking, savings, and investment accounts linked through Alight - Phillips 66.
View investment positions, quantities, and market values from Alight - Phillips 66 brokerage accounts.
Access buy/sell/dividend transactions from your Alight - Phillips 66 investment accounts.
Check outstanding balances, interest rates, and payment schedules for Alight - Phillips 66 loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Alight - Phillips 66. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.