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