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