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