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