BankSync
National Bank Direct Brokerage
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Claude Cowork

Use Claude Cowork with National Bank Direct Brokerage

BankSync's MCP server can let Claude Cowork query supported National Bank Direct Brokerage account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.

BankSync is not affiliated with, endorsed by, sponsored by, or partnered with National Bank Direct Brokerage or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.

United StatesPlatformMCP Connected
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How to connect Claude Cowork to National Bank Direct Brokerage

Creating a BankSync API key for an AI agent

one key, every agent

1

Search for National Bank Direct Brokerage in BankSync

Sign up for BankSync and, if National Bank Direct Brokerage is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

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.

4

Start querying

Ask Claude Cowork about supported National Bank Direct Brokerage transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to let Claude Cowork query supported National Bank Direct Brokerage account data through BankSync.

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 National Bank Direct Brokerage

Accounts

List the National Bank Direct Brokerage accounts connected through BankSync and visible to the API key scopes you grant.

Balances

Get current and available balances for supported National Bank Direct Brokerage accounts.

Holdings

View supported investment positions, quantities, and market values from National Bank Direct Brokerage.

Trades

Access supported investment trade and activity history from National Bank Direct Brokerage.

Orders

Access supported open and pending investment orders from National Bank Direct Brokerage.

your finances, in the conversation

Ready to connect Claude Cowork to National Bank Direct Brokerage?

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Claude Cowork setup guideNational Bank Direct Brokerage detailsMCP tools reference

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Use National Bank Direct Brokerage with another agent

The same BankSync MCP server and API key work with every one of these.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or National Bank Direct Brokerage. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.