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