Use Claude Cowork with McAdams Wright Ragen - Client Access

BankSync's MCP server connects Claude Cowork to McAdams Wright Ragen - Client Access, 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.

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Get Started Free Claude Cowork Setup Guide

How to connect Claude Cowork to McAdams Wright Ragen - Client Access

Connect McAdams Wright Ragen - Client Access to BankSync

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 your McAdams Wright Ragen - Client Access transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to connect Claude Cowork to your McAdams Wright Ragen - Client Access data.

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 McAdams Wright Ragen - Client Access

Transactions

Query McAdams Wright Ragen - Client Access transactions by date range with merchant details, amounts, and categories.

Balances

Get live current and available balances for all your McAdams Wright Ragen - Client Access accounts.

Accounts

List all checking, savings, and investment accounts linked through McAdams Wright Ragen - Client Access.

Holdings

View investment positions, quantities, and market values from McAdams Wright Ragen - Client Access brokerage accounts.

Trades

Access buy/sell/dividend transactions from your McAdams Wright Ragen - Client Access investment accounts.

Loans

Check outstanding balances, interest rates, and payment schedules for McAdams Wright Ragen - Client Access loans.

Ready to connect Claude Cowork to McAdams Wright Ragen - Client Access?

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

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Claude Cowork Setup Guide|McAdams Wright Ragen - Client Access Details|Claude Cowork + BankSync|MCP Tools Reference

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