BankSync's MCP server connects Claude Cowork to Charles Schwab, 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.
Sign up for BankSync and securely link your Charles Schwab account through our secure connection.
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 your Charles Schwab transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Charles Schwab 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"
}
}
}
}Query Charles Schwab transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Charles Schwab accounts.
List all checking, savings, and investment accounts linked through Charles Schwab.
View investment positions, quantities, and market values from Charles Schwab brokerage accounts.
Access buy/sell/dividend transactions from your Charles Schwab investment accounts.
Check outstanding balances, interest rates, and payment schedules for Charles Schwab 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 Charles Schwab. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.