BankSync's MCP server connects Claude Cowork to Flexible OAuth Plaid State, 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 Flexible OAuth Plaid State 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 Flexible OAuth Plaid State transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Flexible OAuth Plaid State data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Flexible OAuth Plaid State transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Flexible OAuth Plaid State accounts.
List all checking, savings, and investment accounts linked through Flexible OAuth Plaid State.
View investment positions, quantities, and market values from Flexible OAuth Plaid State brokerage accounts.
Access buy/sell/dividend transactions from your Flexible OAuth Plaid State investment accounts.
Check outstanding balances, interest rates, and payment schedules for Flexible OAuth Plaid State loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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