Use Claude Cowork with BlueShore Financial - Online Banking

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

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Get Started Free Claude Cowork Setup Guide

How to connect Claude Cowork to BlueShore Financial - Online Banking

Creating a BankSync API key for an AI agent — one key, every agent

Search for BlueShore Financial - Online Banking in BankSync

Sign up for BankSync and, if BlueShore Financial - Online Banking 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 BlueShore Financial - Online Banking transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to let Claude Cowork query supported BlueShore Financial - Online Banking 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 BlueShore Financial - Online Banking

Accounts

List the BlueShore Financial - Online Banking accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported BlueShore Financial - Online Banking transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported BlueShore Financial - Online Banking accounts.

Holdings

View supported investment positions, quantities, and market values from BlueShore Financial - Online Banking.

Trades

Access supported investment trade and activity history from BlueShore Financial - Online Banking.

Loans

Check supported loan balances and provider-supplied liability details from BlueShore Financial - Online Banking.

Ready to connect Claude Cowork to BlueShore Financial - Online Banking?

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

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Claude Cowork setup guide BlueShore Financial - Online Banking details MCP tools reference

Use BlueShore Financial - Online Banking 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 BlueShore Financial - Online Banking. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.