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