Use Claude Cowork with BMO Nesbitt Burns Securities Limited

BankSync's MCP server connects Claude Cowork to BMO Nesbitt Burns Securities Limited, 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.

United StatesPlatformMCP Connected

Get Started Free Claude Cowork Setup Guide

How to connect Claude Cowork to BMO Nesbitt Burns Securities Limited

Connect BMO Nesbitt Burns Securities Limited to BankSync

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 BMO Nesbitt Burns Securities Limited transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to connect Claude Cowork to your BMO Nesbitt Burns Securities Limited 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.

Claude Cowork Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Cowork can access from BMO Nesbitt Burns Securities Limited

Transactions

Query BMO Nesbitt Burns Securities Limited transactions by date range with merchant details, amounts, and categories.

Balances

Get live current and available balances for all your BMO Nesbitt Burns Securities Limited accounts.

Accounts

List all checking, savings, and investment accounts linked through BMO Nesbitt Burns Securities Limited.

Holdings

View investment positions, quantities, and market values from BMO Nesbitt Burns Securities Limited brokerage accounts.

Trades

Access buy/sell/dividend transactions from your BMO Nesbitt Burns Securities Limited investment accounts.

Loans

Check outstanding balances, interest rates, and payment schedules for BMO Nesbitt Burns Securities Limited loans.

Ready to connect Claude Cowork to BMO Nesbitt Burns Securities Limited?

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|BMO Nesbitt Burns Securities Limited Details|Claude Cowork + BankSync|MCP Tools Reference

BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or BMO Nesbitt Burns Securities Limited. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.