Use Claude Cowork with B2 Bank
BankSync's MCP server connects Claude Cowork to B2 Bank, 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.
How to connect Claude Cowork to B2 Bank
Connect B2 Bank to BankSync
Sign up for BankSync and securely link your B2 Bank account through our secure connection.
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 your B2 Bank transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to connect Claude Cowork to your B2 Bank 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"
}
}
}
}What Claude Cowork can access from B2 Bank
Transactions
Query B2 Bank transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your B2 Bank accounts.
Accounts
List all checking, savings, and investment accounts linked through B2 Bank.
Holdings
View investment positions, quantities, and market values from B2 Bank brokerage accounts.
Trades
Access buy/sell/dividend transactions from your B2 Bank investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for B2 Bank loans.
Ready to connect Claude Cowork to B2 Bank?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or B2 Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.