Use Claude Cowork with Benjamin Edwards - NetXInvestor
BankSync's MCP server connects Claude Cowork to Benjamin Edwards - NetXInvestor, 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 Benjamin Edwards - NetXInvestor
Connect Benjamin Edwards - NetXInvestor to BankSync
Sign up for BankSync and securely link your Benjamin Edwards - NetXInvestor 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 Benjamin Edwards - NetXInvestor transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to connect Claude Cowork to your Benjamin Edwards - NetXInvestor 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 Benjamin Edwards - NetXInvestor
Transactions
Query Benjamin Edwards - NetXInvestor transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Benjamin Edwards - NetXInvestor accounts.
Accounts
List all checking, savings, and investment accounts linked through Benjamin Edwards - NetXInvestor.
Holdings
View investment positions, quantities, and market values from Benjamin Edwards - NetXInvestor brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Benjamin Edwards - NetXInvestor investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Benjamin Edwards - NetXInvestor loans.
Ready to connect Claude Cowork to Benjamin Edwards - NetXInvestor?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Benjamin Edwards - NetXInvestor. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.