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