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