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