Use Claude Cowork with Julius Baer
BankSync's MCP server connects Claude Cowork to Julius Baer, 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.
How to connect Claude Cowork to Julius Baer
Connect Julius Baer to BankSync
Sign up for BankSync and securely link your Julius Baer account through our secure connection.
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 your Julius Baer transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to connect Claude Cowork to your Julius Baer data.
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 Julius Baer
Transactions
Query Julius Baer transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Julius Baer accounts.
Accounts
List all checking, savings, and investment accounts linked through Julius Baer.
Holdings
View investment positions, quantities, and market values from Julius Baer brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Julius Baer investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Julius Baer loans.
Ready to connect Claude Cowork to Julius Baer?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Julius Baer. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.