BankSync's MCP server connects Claude Cowork to Insurance Services, 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 Insurance Services 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 Insurance Services transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Insurance Services data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Insurance Services transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Insurance Services accounts.
List all checking, savings, and investment accounts linked through Insurance Services.
View investment positions, quantities, and market values from Insurance Services brokerage accounts.
Access buy/sell/dividend transactions from your Insurance Services investment accounts.
Check outstanding balances, interest rates, and payment schedules for Insurance Services loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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