BankSync's MCP server can let Claude Cowork query supported Capital One 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 One or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if Capital One is available, link your account through a provider-hosted or bank-hosted authorization flow.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Ask Claude Cowork about supported Capital One transactions, balances, and more using natural language.
Add this configuration to let Claude Cowork query supported Capital One 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"
}
}
}
}Query Capital One transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Capital One accounts.
List all checking, savings, and investment accounts linked through Capital One.
View investment positions, quantities, and market values from Capital One brokerage accounts.
Access buy/sell/dividend transactions from your Capital One investment accounts.
Check outstanding balances, interest rates, and payment schedules for Capital One loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Capital One. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.