Use Claude Cowork with MARI - Client Monitoring and Reporting System

BankSync's MCP server can let Claude Cowork query supported MARI - Client Monitoring and Reporting System 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 MARI - Client Monitoring and Reporting System or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.

United StatesPlatformMCP Connected

Get Started Free Claude Cowork Setup Guide

How to connect Claude Cowork to MARI - Client Monitoring and Reporting System

Creating a BankSync API key for an AI agent — one key, every agent

Search for MARI - Client Monitoring and Reporting System in BankSync

Sign up for BankSync and, if MARI - Client Monitoring and Reporting System 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 MARI - Client Monitoring and Reporting System transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to let Claude Cowork query supported MARI - Client Monitoring and Reporting System 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.

Claude Cowork Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Cowork can access from MARI - Client Monitoring and Reporting System

Accounts

List the MARI - Client Monitoring and Reporting System accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported MARI - Client Monitoring and Reporting System transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported MARI - Client Monitoring and Reporting System accounts.

Holdings

View supported investment positions, quantities, and market values from MARI - Client Monitoring and Reporting System.

Trades

Access supported investment trade and activity history from MARI - Client Monitoring and Reporting System.

Loans

Check supported loan balances and provider-supplied liability details from MARI - Client Monitoring and Reporting System.

Ready to connect Claude Cowork to MARI - Client Monitoring and Reporting System?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

Start your free trial →

Claude Cowork setup guide MARI - Client Monitoring and Reporting System details MCP tools reference

Use MARI - Client Monitoring and Reporting System with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Claude Cowork

Institutions in the same market that Claude Cowork can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or MARI - Client Monitoring and Reporting System. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.