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