City National Bank - Brokerage
Use Claude Cowork with City National Bank - Brokerage
BankSync's MCP server can let Claude Cowork query supported City National Bank - Brokerage 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 City National Bank - Brokerage or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
United StatesPlatformMCP Connected
How to connect Claude Cowork to City National Bank - Brokerage
1
Search for City National Bank - Brokerage in BankSync
Sign up for BankSync and, if City National Bank - Brokerage is available, link your account through a provider-hosted or bank-hosted authorization flow.
2
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
3
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.
4
Start querying
Ask Claude Cowork about supported City National Bank - Brokerage transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported City National Bank - Brokerage 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.
Claude Cowork Config
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork can access from City National Bank - Brokerage
Accounts
List the City National Bank - Brokerage accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported City National Bank - Brokerage transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported City National Bank - Brokerage accounts.
Holdings
View supported investment positions, quantities, and market values from City National Bank - Brokerage.
Trades
Access supported investment trade and activity history from City National Bank - Brokerage.
Loans
Check supported loan balances and provider-supplied liability details from City National Bank - Brokerage.
your finances, in the conversation
Ready to connect Claude Cowork to City National Bank - Brokerage?
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or City National Bank - Brokerage. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.