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