BankSync's MCP server connects Claude Cowork to Management Solutions, 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 Management Solutions 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 Management Solutions transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Management Solutions data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Management Solutions transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Management Solutions accounts.
List all checking, savings, and investment accounts linked through Management Solutions.
View investment positions, quantities, and market values from Management Solutions brokerage accounts.
Access buy/sell/dividend transactions from your Management Solutions investment accounts.
Check outstanding balances, interest rates, and payment schedules for Management Solutions loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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