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