Use Claude Cowork with Cenlar
BankSync's MCP server can let Claude Cowork query supported Cenlar 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 Cenlar or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Cenlar
Search for Cenlar in BankSync
Sign up for BankSync and, if Cenlar 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 Cenlar transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Cenlar 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 Cenlar
Accounts
List the Cenlar accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Cenlar transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Cenlar accounts.
Holdings
View supported investment positions, quantities, and market values from Cenlar.
Trades
Access supported investment trade and activity history from Cenlar.
Loans
Check supported loan balances and provider-supplied liability details from Cenlar.
Ready to connect Claude Cowork to Cenlar?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Cenlar with another agent
The same BankSync MCP server and API key work with every one of these.
Other banks you can use with Claude Cowork
Institutions in the same market that Claude Cowork can query through BankSync MCP.
- Use Valley Bank - Personal with Claude Cowork🇺🇸 United States
- Use FM Bank (MN) - Business with Claude Cowork🇺🇸 United States
- Use Valley Bank of Nevada - Business with Claude Cowork🇺🇸 United States
- Use Axos Bank with Claude Cowork🇺🇸 United States
- Use Alight - UBS with Claude Cowork🇺🇸 United States
- Use Bay Credit Union with Claude Cowork🇺🇸 United States
- Use Bright Start - College Savings Program (IL) - Individual with Claude Cowork🇺🇸 United States
- Use Manulife GRS with Claude Cowork🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Cenlar. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.