Use Claude Cowork with Desjardins Financial Security Investments

BankSync's MCP server can let Claude Cowork query supported Desjardins Financial Security Investments 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 Desjardins Financial Security Investments or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.

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Get Started Free Claude Cowork Setup Guide

How to connect Claude Cowork to Desjardins Financial Security Investments

Creating a BankSync API key for an AI agent — one key, every agent

Search for Desjardins Financial Security Investments in BankSync

Sign up for BankSync and, if Desjardins Financial Security Investments 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 Desjardins Financial Security Investments transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to let Claude Cowork query supported Desjardins Financial Security Investments 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.

Claude Cowork Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Cowork can access from Desjardins Financial Security Investments

Accounts

List the Desjardins Financial Security Investments accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Desjardins Financial Security Investments transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Desjardins Financial Security Investments accounts.

Holdings

View supported investment positions, quantities, and market values from Desjardins Financial Security Investments.

Trades

Access supported investment trade and activity history from Desjardins Financial Security Investments.

Loans

Check supported loan balances and provider-supplied liability details from Desjardins Financial Security Investments.

Ready to connect Claude Cowork to Desjardins Financial Security Investments?

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Claude Cowork setup guide Desjardins Financial Security Investments details MCP tools reference

Use Desjardins Financial Security Investments with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Claude Cowork

Institutions in the same market that Claude Cowork can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Desjardins Financial Security Investments. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.