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