BankSync's MCP server connects Claude Cowork to CIBC - Wood Gundy, 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 CIBC - Wood Gundy account through Plaid.
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 CIBC - Wood Gundy transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your CIBC - Wood Gundy data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query CIBC - Wood Gundy transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your CIBC - Wood Gundy accounts.
List all checking, savings, and investment accounts linked through CIBC - Wood Gundy.
View investment positions, quantities, and market values from CIBC - Wood Gundy brokerage accounts.
Access buy/sell/dividend transactions from your CIBC - Wood Gundy investment accounts.
Check outstanding balances, interest rates, and payment schedules for CIBC - Wood Gundy loans.
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