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