Use Claude Cowork with Interactive Brokers - CA
BankSync's MCP server can let Claude Cowork query supported Interactive Brokers - CA 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 Interactive Brokers - CA or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Interactive Brokers - CA
one key, every agent
Search for Interactive Brokers - CA in BankSync
Sign up for BankSync and, if Interactive Brokers - CA 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 Interactive Brokers - CA transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Interactive Brokers - CA 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 Interactive Brokers - CA
Accounts
List the Interactive Brokers - CA accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Interactive Brokers - CA transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Interactive Brokers - CA accounts.
Holdings
View supported investment positions, quantities, and market values from Interactive Brokers - CA.
Trades
Access supported investment trade and activity history from Interactive Brokers - CA.
Loans
Check supported loan balances and provider-supplied liability details from Interactive Brokers - CA.
Ready to connect Claude Cowork to Interactive Brokers - CA?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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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 Interactive Brokers - CA. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.