Use Claude Cowork with Flora Bank & Trust
BankSync's MCP server can let Claude Cowork query supported Flora Bank & Trust account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Flora Bank & Trust or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Flora Bank & Trust
Search for Flora Bank & Trust in BankSync
Sign up for BankSync and, if Flora Bank & Trust is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Cowork
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Start querying
Ask Claude Cowork about supported Flora Bank & Trust transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Flora Bank & Trust account data through BankSync.
Also use the Claude Desktop app? Install via the one-click banksync-mcp.mcpb desktop bundle. This bundle is for the Claude Desktop app only.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork can access from Flora Bank & Trust
Accounts
List the Flora Bank & Trust accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Flora Bank & Trust transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Flora Bank & Trust accounts.
Holdings
View supported investment positions, quantities, and market values from Flora Bank & Trust.
Trades
Access supported investment trade and activity history from Flora Bank & Trust.
Loans
Check supported loan balances and provider-supplied liability details from Flora Bank & Trust.
Ready to connect Claude Cowork to Flora Bank & Trust?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Flora Bank & Trust. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.