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