Use Claude Cowork with John Hancock - Retirement Plan Services
BankSync's MCP server can let Claude Cowork query supported John Hancock - Retirement Plan Services 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 John Hancock - Retirement Plan Services or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to John Hancock - Retirement Plan Services
Search for John Hancock - Retirement Plan Services in BankSync
Sign up for BankSync and, if John Hancock - Retirement Plan Services 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 John Hancock - Retirement Plan Services transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported John Hancock - Retirement Plan Services 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 John Hancock - Retirement Plan Services
Accounts
List the John Hancock - Retirement Plan Services accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported John Hancock - Retirement Plan Services transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported John Hancock - Retirement Plan Services accounts.
Holdings
View supported investment positions, quantities, and market values from John Hancock - Retirement Plan Services.
Trades
Access supported investment trade and activity history from John Hancock - Retirement Plan Services.
Loans
Check supported loan balances and provider-supplied liability details from John Hancock - Retirement Plan Services.
Ready to connect Claude Cowork to John Hancock - Retirement Plan Services?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use John Hancock - Retirement Plan Services with another agent
The same BankSync MCP server and API key work with every one of these.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or John Hancock - Retirement Plan Services. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.