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