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