BankSync's MCP server connects Claude Cowork 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.
Sign up for BankSync and securely link your Cogent Bank - Cogent Connection 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 Cogent Bank - Cogent Connection transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Cogent Bank - Cogent Connection data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Cogent Bank - Cogent Connection transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Cogent Bank - Cogent Connection accounts.
List all checking, savings, and investment accounts linked through Cogent Bank - Cogent Connection.
View investment positions, quantities, and market values from Cogent Bank - Cogent Connection brokerage accounts.
Access buy/sell/dividend transactions from your Cogent Bank - Cogent Connection investment accounts.
Check outstanding balances, interest rates, and payment schedules for Cogent Bank - Cogent Connection loans.
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