Use Claude Cowork with LPL Financial
BankSync's MCP server can let Claude Cowork query supported LPL Financial 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 LPL Financial or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to LPL Financial
Search for LPL Financial in BankSync
Sign up for BankSync and, if LPL Financial 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 LPL Financial transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported LPL Financial 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 LPL Financial
Accounts
List the LPL Financial accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported LPL Financial transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported LPL Financial accounts.
Holdings
View supported investment positions, quantities, and market values from LPL Financial.
Trades
Access supported investment trade and activity history from LPL Financial.
Loans
Check supported loan balances and provider-supplied liability details from LPL Financial.
Ready to connect Claude Cowork to LPL Financial?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use LPL Financial with another agent
The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with Claude Cowork
Institutions in the same market that Claude Cowork can query through BankSync MCP.
- Use Chase with Claude Cowork🇺🇸 United States
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- Use Capital One with Claude Cowork🇺🇸 United States
- Use Wells Fargo with Claude Cowork🇺🇸 United States
- Use Citibank Online with Claude Cowork🇺🇸 United States
- Use Fidelity with Claude Cowork🇺🇸 United States
- Use Bank of America with Claude Cowork🇺🇸 United States
- Use Charles Schwab with Claude Cowork🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or LPL Financial. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.