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