Use Claude Cowork with Enterprise Bank
BankSync's MCP server can let Claude Cowork query supported Enterprise Bank 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 Enterprise Bank or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Enterprise Bank
one key, every agent
Search for Enterprise Bank in BankSync
Sign up for BankSync and, if Enterprise Bank 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 Enterprise Bank transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Enterprise Bank 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 Enterprise Bank
Accounts
List the Enterprise Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Enterprise Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Enterprise Bank accounts.
Holdings
View supported investment positions, quantities, and market values from Enterprise Bank.
Trades
Access supported investment trade and activity history from Enterprise Bank.
Loans
Check supported loan balances and provider-supplied liability details from Enterprise Bank.
Ready to connect Claude Cowork to Enterprise Bank?
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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 Franklin Savings Bank (ME) - Business with Claude Cowork🇺🇸 United States
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- Use American Community Bank & Trust - Commercial with Claude Cowork🇺🇸 United States
- Use Caltech Employees Federal Credit Union with Claude Cowork🇺🇸 United States
- Use Keystone Savings Bank with Claude Cowork🇺🇸 United States
- Use Bangor Savings Bank - Employees with Claude Cowork🇺🇸 United States
- Use Wood County National Bank with Claude Cowork🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Enterprise Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.