Use Claude Cowork with Hello bank!
BankSync's MCP server connects Claude Cowork to Hello 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.
How to connect Claude Cowork to Hello bank!
Connect Hello bank! to BankSync
Sign up for BankSync and securely link your Hello bank! account through our secure connection.
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 your Hello bank! transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to connect Claude Cowork to your Hello bank! data.
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 Hello bank!
Transactions
Query Hello bank! transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Hello bank! accounts.
Accounts
List all checking, savings, and investment accounts linked through Hello bank!.
Holdings
View investment positions, quantities, and market values from Hello bank! brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Hello bank! investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Hello bank! loans.
Ready to connect Claude Cowork to Hello bank!?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Hello bank!. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.