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