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