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