Use Claude Cowork with Charles Schwab - Retirement Plan Center
BankSync's MCP server can let Claude Cowork query supported Charles Schwab - Retirement Plan Center 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 Charles Schwab - Retirement Plan Center or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Charles Schwab - Retirement Plan Center
one key, every agent
Search for Charles Schwab - Retirement Plan Center in BankSync
Sign up for BankSync and, if Charles Schwab - Retirement Plan Center 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 Charles Schwab - Retirement Plan Center transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Charles Schwab - Retirement Plan Center 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 Charles Schwab - Retirement Plan Center
Accounts
List the Charles Schwab - Retirement Plan Center accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Charles Schwab - Retirement Plan Center transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Charles Schwab - Retirement Plan Center accounts.
Holdings
View supported investment positions, quantities, and market values from Charles Schwab - Retirement Plan Center.
Trades
Access supported investment trade and activity history from Charles Schwab - Retirement Plan Center.
Loans
Check supported loan balances and provider-supplied liability details from Charles Schwab - Retirement Plan Center.
Ready to connect Claude Cowork to Charles Schwab - Retirement Plan Center?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Charles Schwab - Retirement Plan Center. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.