BankSync's MCP server connects Claude Cowork to F&M Bank and Trust (IA) - Personal, 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 F&M Bank and Trust (IA) - Personal account through Plaid.
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 F&M Bank and Trust (IA) - Personal transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your F&M Bank and Trust (IA) - Personal data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query F&M Bank and Trust (IA) - Personal transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your F&M Bank and Trust (IA) - Personal accounts.
List all checking, savings, and investment accounts linked through F&M Bank and Trust (IA) - Personal.
View investment positions, quantities, and market values from F&M Bank and Trust (IA) - Personal brokerage accounts.
Access buy/sell/dividend transactions from your F&M Bank and Trust (IA) - Personal investment accounts.
Check outstanding balances, interest rates, and payment schedules for F&M Bank and Trust (IA) - Personal loans.
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