Use Claude Cowork with Lewis & Clark Bank
BankSync's MCP server can let Claude Cowork query supported Lewis & Clark 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 Lewis & Clark Bank or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Lewis & Clark Bank
Search for Lewis & Clark Bank in BankSync
Sign up for BankSync and, if Lewis & Clark 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 Lewis & Clark Bank transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Lewis & Clark 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 Lewis & Clark Bank
Accounts
List the Lewis & Clark Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Lewis & Clark Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Lewis & Clark Bank accounts.
Holdings
View supported investment positions, quantities, and market values from Lewis & Clark Bank.
Trades
Access supported investment trade and activity history from Lewis & Clark Bank.
Loans
Check supported loan balances and provider-supplied liability details from Lewis & Clark Bank.
Ready to connect Claude Cowork to Lewis & Clark Bank?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Lewis & Clark Bank 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 Lewis & Clark Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.