BankSync's MCP server connects Claude Cowork to Evolve Bank & Trust - Banking, 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 Evolve Bank & Trust - Banking account through our secure connection.
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 Evolve Bank & Trust - Banking transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Evolve Bank & Trust - Banking 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"
}
}
}
}Query Evolve Bank & Trust - Banking transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Evolve Bank & Trust - Banking accounts.
List all checking, savings, and investment accounts linked through Evolve Bank & Trust - Banking.
View investment positions, quantities, and market values from Evolve Bank & Trust - Banking brokerage accounts.
Access buy/sell/dividend transactions from your Evolve Bank & Trust - Banking investment accounts.
Check outstanding balances, interest rates, and payment schedules for Evolve Bank & Trust - Banking loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Evolve Bank & Trust - Banking. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.