BankSync's MCP server connects Claude Cowork to Bank of Hope, 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 of Hope account through Plaid.
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 of Hope transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Bank of Hope data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Bank of Hope transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Bank of Hope accounts.
List all checking, savings, and investment accounts linked through Bank of Hope.
View investment positions, quantities, and market values from Bank of Hope brokerage accounts.
Access buy/sell/dividend transactions from your Bank of Hope investment accounts.
Check outstanding balances, interest rates, and payment schedules for Bank of Hope loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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