Use Claude Cowork with BMO Bank of Montreal
BankSync's MCP server can let Claude Cowork query supported BMO Bank of Montreal 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 BMO Bank of Montreal or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to BMO Bank of Montreal
Search for BMO Bank of Montreal in BankSync
Sign up for BankSync and, if BMO Bank of Montreal 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 BMO Bank of Montreal transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported BMO Bank of Montreal 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.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork can access from BMO Bank of Montreal
Accounts
List the BMO Bank of Montreal accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported BMO Bank of Montreal transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported BMO Bank of Montreal accounts.
Holdings
View supported investment positions, quantities, and market values from BMO Bank of Montreal.
Trades
Access supported investment trade and activity history from BMO Bank of Montreal.
Loans
Check supported loan balances and provider-supplied liability details from BMO Bank of Montreal.
Ready to connect Claude Cowork to BMO Bank of Montreal?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use BMO Bank of Montreal with another agent
The same BankSync MCP server and API key work with every one of these.
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Institutions in the same market that Claude Cowork can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or BMO Bank of Montreal. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.