Use Claude Cowork with Drake Bank - Business
BankSync's MCP server connects Claude Cowork to Drake Bank - Business, 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.
How to connect Claude Cowork to Drake Bank - Business
Connect Drake Bank - Business to BankSync
Sign up for BankSync and securely link your Drake Bank - Business account through our secure connection.
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 your Drake Bank - Business transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to connect Claude Cowork to your Drake Bank - Business data.
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.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork can access from Drake Bank - Business
Transactions
Query Drake Bank - Business transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Drake Bank - Business accounts.
Accounts
List all checking, savings, and investment accounts linked through Drake Bank - Business.
Holdings
View investment positions, quantities, and market values from Drake Bank - Business brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Drake Bank - Business investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Drake Bank - Business loans.
Ready to connect Claude Cowork to Drake Bank - Business?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Drake Bank - Business. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.