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