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