BankSync
Bank First
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Claude Cowork

Use Claude Cowork with Bank First

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

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How to connect Claude Cowork to Bank First

Creating a BankSync API key for an AI agent

one key, every agent

1

Search for Bank First in BankSync

Sign up for BankSync and, if Bank First is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

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.

4

Start querying

Ask Claude Cowork about supported Bank First transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to let Claude Cowork query supported Bank First 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 Bank First

Accounts

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

Transactions

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

Balances

Get current and available balances for supported Bank First accounts.

your finances, in the conversation

Ready to connect Claude Cowork to Bank First?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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Claude Cowork setup guideBank First detailsMCP tools reference

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Use Bank First 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 Bank First. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.