BankSync's MCP server connects Claude Cowork to Citizens Bank of the Midwest, 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 Citizens Bank of the Midwest 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 Citizens Bank of the Midwest transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Citizens Bank of the Midwest data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Citizens Bank of the Midwest transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Citizens Bank of the Midwest accounts.
List all checking, savings, and investment accounts linked through Citizens Bank of the Midwest.
View investment positions, quantities, and market values from Citizens Bank of the Midwest brokerage accounts.
Access buy/sell/dividend transactions from your Citizens Bank of the Midwest investment accounts.
Check outstanding balances, interest rates, and payment schedules for Citizens Bank of the Midwest loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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