Use Claude Cowork with Banque de Patrimoines Prives
BankSync's MCP server connects Claude Cowork to Banque de Patrimoines Prives, 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 Banque de Patrimoines Prives
Connect Banque de Patrimoines Prives to BankSync
Sign up for BankSync and securely link your Banque de Patrimoines Prives 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 Banque de Patrimoines Prives transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to connect Claude Cowork to your Banque de Patrimoines Prives 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 Banque de Patrimoines Prives
Transactions
Query Banque de Patrimoines Prives transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Banque de Patrimoines Prives accounts.
Accounts
List all checking, savings, and investment accounts linked through Banque de Patrimoines Prives.
Holdings
View investment positions, quantities, and market values from Banque de Patrimoines Prives brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Banque de Patrimoines Prives investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Banque de Patrimoines Prives loans.
Ready to connect Claude Cowork to Banque de Patrimoines Prives?
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 Banque de Patrimoines Prives. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.