Use Claude Cowork with Chase
BankSync's MCP server can let Claude Cowork query supported Chase 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 Chase or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Chase
one key, every agent
Search for Chase in BankSync
Sign up for BankSync and, if Chase 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 Chase transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Chase 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 Chase
Accounts
List the Chase accounts connected through BankSync and visible to the API key scopes you grant.
Balances
Get current and available balances for supported Chase accounts.
Holdings
View supported investment positions, quantities, and market values from Chase.
Trades
Access supported investment trade and activity history from Chase.
Orders
Access supported open and pending investment orders from Chase.
Ready to connect Claude Cowork to Chase?
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Use Chase with another agent
The same BankSync MCP server and API key work with every one of these.
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Chase. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.