BankSync's MCP server connects Claude Cowork to Bank Five - Business, 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 Bank Five - Business 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 Bank Five - Business transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Bank Five - Business 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 Bank Five - Business transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Bank Five - Business accounts.
List all checking, savings, and investment accounts linked through Bank Five - Business.
View investment positions, quantities, and market values from Bank Five - Business brokerage accounts.
Access buy/sell/dividend transactions from your Bank Five - Business investment accounts.
Check outstanding balances, interest rates, and payment schedules for Bank Five - Business 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 Bank Five - Business. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.