Use Claude Cowork with First Direct
BankSync's MCP server can let Claude Cowork query supported First Direct account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with First Direct or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to First Direct
Search for First Direct in BankSync
Sign up for BankSync and, if First Direct is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Cowork
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Start querying
Ask Claude Cowork about supported First Direct transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported First Direct account data through BankSync.
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"
}
}
}
}What Claude Cowork can access from First Direct
Accounts
List the First Direct accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported First Direct transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported First Direct accounts.
Ready to connect Claude Cowork to First Direct?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use First Direct with another agent
The same BankSync MCP server and API key work with every one of these.
- Use First Direct with ChatGPTOpenAI
- Use First Direct with Claude CodeAnthropic
- Use First Direct with Claude DesktopAnthropic
- Use First Direct with CursorAnysphere
- Use First Direct with GeminiGoogle
- Use First Direct with GrokxAI
- Use First Direct with Hermes AgentNousResearch
- Use First Direct with Meta MuseMeta
Other banks you can use with Claude Cowork
Institutions in the same market that Claude Cowork can query through BankSync MCP.
- Use ABN AMRO with Claude Cowork🇬🇧 United Kingdom
- Use Airwallex with Claude Cowork🇬🇧 United Kingdom
- Use AJ Bell with Claude Cowork🇬🇧 United Kingdom
- Use Allied Irish Bank with Claude Cowork🇬🇧 United Kingdom
- Use Allied Irish Bank Business with Claude Cowork🇬🇧 United Kingdom
- Use Allpay with Claude Cowork🇬🇧 United Kingdom
- Use Alpha Connect with Claude Cowork🇬🇧 United Kingdom
- Use Alpha FX with Claude Cowork🇬🇧 United Kingdom
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or First Direct. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.