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BankSync
NewRez (formerly New Penn Financing)
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Claude Cowork

Use Claude Cowork with NewRez (formerly New Penn Financing)

BankSync's MCP server can let Claude Cowork query supported NewRez (formerly New Penn Financing) 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 NewRez (formerly New Penn Financing) or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.

United StatesPlatformMCP Connected
Get Started FreeClaude Cowork Setup Guide

How to connect Claude Cowork to NewRez (formerly New Penn Financing)

Creating a BankSync API key for an AI agent
one key, every agent
1

Search for NewRez (formerly New Penn Financing) in BankSync

Sign up for BankSync and, if NewRez (formerly New Penn Financing) 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 NewRez (formerly New Penn Financing) transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to let Claude Cowork query supported NewRez (formerly New Penn Financing) 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 NewRez (formerly New Penn Financing)

Accounts

List the NewRez (formerly New Penn Financing) accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported NewRez (formerly New Penn Financing) transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported NewRez (formerly New Penn Financing) accounts.

Holdings

View supported investment positions, quantities, and market values from NewRez (formerly New Penn Financing).

Trades

Access supported investment trade and activity history from NewRez (formerly New Penn Financing).

Loans

Check supported loan balances and provider-supplied liability details from NewRez (formerly New Penn Financing).

Ready to connect Claude Cowork to NewRez (formerly New Penn Financing)?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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Claude Cowork setup guideNewRez (formerly New Penn Financing) detailsMCP tools reference

Use NewRez (formerly New Penn Financing) with another agent

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

Other banks you can use with Claude Cowork

Institutions in the same market that Claude Cowork can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or NewRez (formerly New Penn Financing). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.