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