Use Claude Cowork with CBX Digital Bank of The Big Apple
BankSync's MCP server connects Claude Cowork to CBX Digital Bank of The Big Apple, 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.
How to connect Claude Cowork to CBX Digital Bank of The Big Apple
Connect CBX Digital Bank of The Big Apple to BankSync
Sign up for BankSync and securely link your CBX Digital Bank of The Big Apple account through our secure connection.
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 CBX Digital Bank of The Big Apple transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to connect Claude Cowork to your CBX Digital Bank of The Big Apple 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.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork can access from CBX Digital Bank of The Big Apple
Transactions
Query CBX Digital Bank of The Big Apple transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your CBX Digital Bank of The Big Apple accounts.
Accounts
List all checking, savings, and investment accounts linked through CBX Digital Bank of The Big Apple.
Holdings
View investment positions, quantities, and market values from CBX Digital Bank of The Big Apple brokerage accounts.
Trades
Access buy/sell/dividend transactions from your CBX Digital Bank of The Big Apple investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for CBX Digital Bank of The Big Apple loans.
Ready to connect Claude Cowork to CBX Digital Bank of The Big Apple?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or CBX Digital Bank of The Big Apple. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.