Billings and Company
Use Claude Cowork with Billings and Company
BankSync's MCP server can let Claude Cowork query supported Billings and Company 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 Billings and Company or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
United StatesPlatformMCP Connected
How to connect Claude Cowork to Billings and Company
1
Search for Billings and Company in BankSync
Sign up for BankSync and, if Billings and Company is available, link your account through a provider-hosted or bank-hosted authorization flow.
2
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
3
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.
4
Start querying
Ask Claude Cowork about supported Billings and Company transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Billings and Company 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 Billings and Company
Accounts
List the Billings and Company accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Billings and Company transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Billings and Company accounts.
Holdings
View supported investment positions, quantities, and market values from Billings and Company.
Trades
Access supported investment trade and activity history from Billings and Company.
Loans
Check supported loan balances and provider-supplied liability details from Billings and Company.
your finances, in the conversation
Ready to connect Claude Cowork to Billings and Company?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Billings and Company. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.