Use Claude Cowork with Coastal States Bank - Commercial

BankSync's MCP server connects Claude Cowork to Coastal States Bank - Commercial, 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.

United StatesPlatformMCP Connected

Get Started Free Claude Cowork Setup Guide

How to connect Claude Cowork to Coastal States Bank - Commercial

Connect Coastal States Bank - Commercial to BankSync

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 Coastal States Bank - Commercial transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to connect Claude Cowork to your Coastal States Bank - Commercial 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.

Claude Cowork Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Cowork can access from Coastal States Bank - Commercial

Transactions

Query Coastal States Bank - Commercial transactions by date range with merchant details, amounts, and categories.

Balances

Get live current and available balances for all your Coastal States Bank - Commercial accounts.

Accounts

List all checking, savings, and investment accounts linked through Coastal States Bank - Commercial.

Holdings

View investment positions, quantities, and market values from Coastal States Bank - Commercial brokerage accounts.

Trades

Access buy/sell/dividend transactions from your Coastal States Bank - Commercial investment accounts.

Loans

Check outstanding balances, interest rates, and payment schedules for Coastal States Bank - Commercial loans.

Ready to connect Claude Cowork to Coastal States Bank - Commercial?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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Claude Cowork Setup Guide|Coastal States Bank - Commercial Details|Claude Cowork + BankSync|MCP Tools Reference

BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Coastal States Bank - Commercial. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.