Use Claude Cowork with iTHINK Financial (formerly IBM Southeast Employees CU)

BankSync's MCP server connects Claude Cowork to iTHINK Financial (formerly IBM Southeast Employees CU), 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.

United StatesPlatformMCP Connected

Get Started Free Claude Cowork Setup Guide

How to connect Claude Cowork to iTHINK Financial (formerly IBM Southeast Employees CU)

Connect iTHINK Financial (formerly IBM Southeast Employees CU) to BankSync

Sign up for BankSync and securely link your iTHINK Financial (formerly IBM Southeast Employees CU) 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 iTHINK Financial (formerly IBM Southeast Employees CU) transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to connect Claude Cowork to your iTHINK Financial (formerly IBM Southeast Employees CU) 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.

Claude Cowork Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Cowork can access from iTHINK Financial (formerly IBM Southeast Employees CU)

Transactions

Query iTHINK Financial (formerly IBM Southeast Employees CU) transactions by date range with merchant details, amounts, and categories.

Balances

Get live current and available balances for all your iTHINK Financial (formerly IBM Southeast Employees CU) accounts.

Accounts

List all checking, savings, and investment accounts linked through iTHINK Financial (formerly IBM Southeast Employees CU).

Holdings

View investment positions, quantities, and market values from iTHINK Financial (formerly IBM Southeast Employees CU) brokerage accounts.

Trades

Access buy/sell/dividend transactions from your iTHINK Financial (formerly IBM Southeast Employees CU) investment accounts.

Loans

Check outstanding balances, interest rates, and payment schedules for iTHINK Financial (formerly IBM Southeast Employees CU) loans.

Ready to connect Claude Cowork to iTHINK Financial (formerly IBM Southeast Employees CU)?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

Get Started Free

Claude Cowork Setup Guide|iTHINK Financial (formerly IBM Southeast Employees CU) Details|Claude Cowork + BankSync|MCP Tools Reference

BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or iTHINK Financial (formerly IBM Southeast Employees CU). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.