Use Claude Code with Cogent Bank - Cogent Connection
BankSync's MCP server connects Claude Code to Cogent Bank - Cogent Connection, 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 Code to Cogent Bank - Cogent Connection
Connect Cogent Bank - Cogent Connection to BankSync
Sign up for BankSync and securely link your Cogent Bank - Cogent Connection account through our secure connection.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Code
Add the BankSync MCP server to Claude Code using your API key. Follow our Claude Code setup guide for step-by-step instructions.
Start querying
Ask Claude Code about your Cogent Bank - Cogent Connection transactions, balances, and more using natural language.
Claude Code MCP Configuration
Add this configuration to connect Claude Code to your Cogent Bank - Cogent Connection 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 mcp add --transport http banksync https://mcp.banksync.io \
--header "X-API-Key: bsk_your_key_here"What Claude Code can access from Cogent Bank - Cogent Connection
Transactions
Query Cogent Bank - Cogent Connection transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Cogent Bank - Cogent Connection accounts.
Accounts
List all checking, savings, and investment accounts linked through Cogent Bank - Cogent Connection.
Holdings
View investment positions, quantities, and market values from Cogent Bank - Cogent Connection brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Cogent Bank - Cogent Connection investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Cogent Bank - Cogent Connection loans.
Ready to connect Claude Code to Cogent Bank - Cogent Connection?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Code or Cogent Bank - Cogent Connection. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.