Use Claude Cowork with Bank99

BankSync's MCP server can let Claude Cowork query supported Bank99 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 Bank99 or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.

AustriaPlatformMCP Connected

Get Started FreeClaude Cowork Setup Guide

How to connect Claude Cowork to Bank99

Creating a BankSync API key for an AI agent

one key, every agent

Search for Bank99 in BankSync

Sign up for BankSync and, if Bank99 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 Bank99 transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to let Claude Cowork query supported Bank99 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 Bank99

Accounts

List the Bank99 accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Bank99 transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Bank99 accounts.

Holdings

View supported investment positions, quantities, and market values from Bank99.

Trades

Access supported investment trade and activity history from Bank99.

Loans

Check supported loan balances and provider-supplied liability details from Bank99.

your finances, in the conversation

Ready to connect Claude Cowork to Bank99?

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

Start your free trial →

Claude Cowork setup guide Bank99 details MCP tools reference

keep exploring ✦

Use Bank99 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 Bank99. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.