Use Claude Cowork with Creand Wealth Management
BankSync's MCP server can let Claude Cowork query supported Creand Wealth Management account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Creand Wealth Management or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Creand Wealth Management
one key, every agent
Search for Creand Wealth Management in BankSync
Sign up for BankSync and, if Creand Wealth Management is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Cowork
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Start querying
Ask Claude Cowork about supported Creand Wealth Management transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Creand Wealth Management account data through BankSync.
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"
}
}
}
}What Claude Cowork can access from Creand Wealth Management
Accounts
List the Creand Wealth Management accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Creand Wealth Management transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Creand Wealth Management accounts.
Ready to connect Claude Cowork to Creand Wealth Management?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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Institutions in the same market that Claude Cowork can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Creand Wealth Management. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.