BankSync's MCP server connects Claude Cowork to Nicolet National Bank - Business Online (Treasury Management), 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 Nicolet National Bank - Business Online (Treasury Management) 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 Nicolet National Bank - Business Online (Treasury Management) transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Nicolet National Bank - Business Online (Treasury Management) data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Nicolet National Bank - Business Online (Treasury Management) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Nicolet National Bank - Business Online (Treasury Management) accounts.
List all checking, savings, and investment accounts linked through Nicolet National Bank - Business Online (Treasury Management).
View investment positions, quantities, and market values from Nicolet National Bank - Business Online (Treasury Management) brokerage accounts.
Access buy/sell/dividend transactions from your Nicolet National Bank - Business Online (Treasury Management) investment accounts.
Check outstanding balances, interest rates, and payment schedules for Nicolet National Bank - Business Online (Treasury Management) loans.
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