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