Use Claude Cowork with Buildertrend Wallet
BankSync's MCP server can let Claude Cowork query supported Buildertrend Wallet 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 Buildertrend Wallet or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Buildertrend Wallet
Search for Buildertrend Wallet in BankSync
Sign up for BankSync and, if Buildertrend Wallet 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 Buildertrend Wallet transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Buildertrend Wallet 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 Buildertrend Wallet
Accounts
List the Buildertrend Wallet accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Buildertrend Wallet transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Buildertrend Wallet accounts.
Holdings
View supported investment positions, quantities, and market values from Buildertrend Wallet.
Trades
Access supported investment trade and activity history from Buildertrend Wallet.
Loans
Check supported loan balances and provider-supplied liability details from Buildertrend Wallet.
Ready to connect Claude Cowork to Buildertrend Wallet?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Buildertrend Wallet with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Buildertrend Wallet with ChatGPTOpenAI
- Use Buildertrend Wallet with Claude CodeAnthropic
- Use Buildertrend Wallet with Claude DesktopAnthropic
- Use Buildertrend Wallet with CursorAnysphere
- Use Buildertrend Wallet with GeminiGoogle
- Use Buildertrend Wallet with GrokxAI
- Use Buildertrend Wallet with Hermes AgentNousResearch
- Use Buildertrend Wallet with Meta MuseMeta
Other banks you can use with Claude Cowork
Institutions in the same market that Claude Cowork can query through BankSync MCP.
- Use Chase with Claude Cowork🇺🇸 United States
- Use American Express with Claude Cowork🇺🇸 United States
- Use Capital One with Claude Cowork🇺🇸 United States
- Use Wells Fargo with Claude Cowork🇺🇸 United States
- Use Fidelity with Claude Cowork🇺🇸 United States
- Use Citibank Online with Claude Cowork🇺🇸 United States
- Use Bank of America with Claude Cowork🇺🇸 United States
- Use PayPal with Claude Cowork🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Buildertrend Wallet. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.