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