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