Use Claude Cowork with Capital on Tap
BankSync's MCP server can let Claude Cowork query supported Capital on Tap 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 Capital on Tap or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Capital on Tap
Search for Capital on Tap in BankSync
Sign up for BankSync and, if Capital on Tap 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 Capital on Tap transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Capital on Tap 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 Capital on Tap
Accounts
List the Capital on Tap accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Capital on Tap transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Capital on Tap accounts.
Ready to connect Claude Cowork to Capital on Tap?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Capital on Tap with another agent
The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with Claude Cowork
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 Capital on Tap. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.