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