Use Claude Cowork with New York EPPICard
BankSync's MCP server can let Claude Cowork query supported New York EPPICard 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 New York EPPICard or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to New York EPPICard
Search for New York EPPICard in BankSync
Sign up for BankSync and, if New York EPPICard is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
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.
Start querying
Ask Claude Cowork about supported New York EPPICard transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported New York EPPICard 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.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork can access from New York EPPICard
Accounts
List the New York EPPICard accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported New York EPPICard transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported New York EPPICard accounts.
Holdings
View supported investment positions, quantities, and market values from New York EPPICard.
Trades
Access supported investment trade and activity history from New York EPPICard.
Loans
Check supported loan balances and provider-supplied liability details from New York EPPICard.
Ready to connect Claude Cowork to New York EPPICard?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or New York EPPICard. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.