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