Use Claude Cowork with FMi Retirement Services
BankSync's MCP server can let Claude Cowork query supported FMi Retirement Services 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 FMi Retirement Services or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to FMi Retirement Services
Search for FMi Retirement Services in BankSync
Sign up for BankSync and, if FMi Retirement Services 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 FMi Retirement Services transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported FMi Retirement Services 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 FMi Retirement Services
Accounts
List the FMi Retirement Services accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported FMi Retirement Services transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported FMi Retirement Services accounts.
Holdings
View supported investment positions, quantities, and market values from FMi Retirement Services.
Trades
Access supported investment trade and activity history from FMi Retirement Services.
Loans
Check supported loan balances and provider-supplied liability details from FMi Retirement Services.
Ready to connect Claude Cowork to FMi Retirement Services?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use FMi Retirement Services with another agent
The same BankSync MCP server and API key work with every one of these.
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- Use FMi Retirement Services with Meta MuseMeta
Other banks you can use with Claude Cowork
Institutions in the same market that Claude Cowork can query through BankSync MCP.
- Use Chase with Claude Cowork🇺🇸 United States
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- Use Capital One with Claude Cowork🇺🇸 United States
- Use Wells Fargo with Claude Cowork🇺🇸 United States
- Use Citibank Online with Claude Cowork🇺🇸 United States
- Use Fidelity with Claude Cowork🇺🇸 United States
- Use Bank of America with Claude Cowork🇺🇸 United States
- Use Charles Schwab with Claude Cowork🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or FMi Retirement Services. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.