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