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