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