BankSync's MCP server connects Claude Cowork to Cresap Incorporated, 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 Cresap Incorporated 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 Cresap Incorporated transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Cresap Incorporated data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Cresap Incorporated transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Cresap Incorporated accounts.
List all checking, savings, and investment accounts linked through Cresap Incorporated.
View investment positions, quantities, and market values from Cresap Incorporated brokerage accounts.
Access buy/sell/dividend transactions from your Cresap Incorporated investment accounts.
Check outstanding balances, interest rates, and payment schedules for Cresap Incorporated loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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