Use Claude Cowork with Edward Jones Canada
BankSync's MCP server can let Claude Cowork query supported Edward Jones Canada 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 Edward Jones Canada or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Edward Jones Canada
Search for Edward Jones Canada in BankSync
Sign up for BankSync and, if Edward Jones Canada 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 Edward Jones Canada transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Edward Jones Canada 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.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork can access from Edward Jones Canada
Accounts
List the Edward Jones Canada accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Edward Jones Canada transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Edward Jones Canada accounts.
Holdings
View supported investment positions, quantities, and market values from Edward Jones Canada.
Trades
Access supported investment trade and activity history from Edward Jones Canada.
Loans
Check supported loan balances and provider-supplied liability details from Edward Jones Canada.
Ready to connect Claude Cowork to Edward Jones Canada?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Edward Jones Canada with another agent
The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with Claude Cowork
Institutions in the same market that Claude Cowork can query through BankSync MCP.
- Use BMO Bank of Montreal - InvestorLine (Self-Directed) with Claude Cowork🇨🇦 Canada
- Use CIBC Investor Edge with Claude Cowork🇨🇦 Canada
- Use IG Wealth Management - Online Access with Claude Cowork🇨🇦 Canada
- Use RBC Dominion Securities with Claude Cowork🇨🇦 Canada
- Use Desjardins Wealth Management with Claude Cowork🇨🇦 Canada
- Use EQ Bank with Claude Cowork🇨🇦 Canada
- Use American Express (Canada) with Claude Cowork🇨🇦 Canada
- Use RBC Royal Bank with Claude Cowork🇨🇦 Canada
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Edward Jones Canada. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.