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