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