BankSync's MCP server connects Claude Cowork to CoreFirst Bank & Trust, 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 CoreFirst Bank & Trust account through our secure connection.
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 CoreFirst Bank & Trust transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your CoreFirst Bank & Trust 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"
}
}
}
}Query CoreFirst Bank & Trust transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your CoreFirst Bank & Trust accounts.
List all checking, savings, and investment accounts linked through CoreFirst Bank & Trust.
View investment positions, quantities, and market values from CoreFirst Bank & Trust brokerage accounts.
Access buy/sell/dividend transactions from your CoreFirst Bank & Trust investment accounts.
Check outstanding balances, interest rates, and payment schedules for CoreFirst Bank & Trust 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 Cowork or CoreFirst Bank & Trust. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.