BankSync's MCP server connects Claude Desktop to Cohen & Steers, 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 Cohen & Steers account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Claude Desktop using your API key. Follow our Claude Desktop setup guide for step-by-step instructions.
Ask Claude Desktop about your Cohen & Steers transactions, balances, and more using natural language.
Add this configuration to connect Claude Desktop to your Cohen & Steers data.
Skip the JSON. Download the BankSync Desktop Extension and open it with the Claude Desktop app, and you'll be prompted for your API key during install. The link always serves the latest release.
Download banksync-mcp.mcpb
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Cohen & Steers transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Cohen & Steers accounts.
List all checking, savings, and investment accounts linked through Cohen & Steers.
View investment positions, quantities, and market values from Cohen & Steers brokerage accounts.
Access buy/sell/dividend transactions from your Cohen & Steers investment accounts.
Check outstanding balances, interest rates, and payment schedules for Cohen & Steers loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Desktop or Cohen & Steers. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.