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