Use Claude Cowork with Cleo State Bank
BankSync's MCP server connects Claude Cowork to Cleo State 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.
How to connect Claude Cowork to Cleo State Bank
Connect Cleo State Bank to BankSync
Sign up for BankSync and securely link your Cleo State Bank account through our secure connection.
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 your Cleo State Bank transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to connect Claude Cowork to your Cleo State Bank data.
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 Cleo State Bank
Transactions
Query Cleo State Bank transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Cleo State Bank accounts.
Accounts
List all checking, savings, and investment accounts linked through Cleo State Bank.
Holdings
View investment positions, quantities, and market values from Cleo State Bank brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Cleo State Bank investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Cleo State Bank loans.
Ready to connect Claude Cowork to Cleo State Bank?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Cleo State Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.