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