Use Claude Cowork with Partners
BankSync's MCP server connects Claude Cowork to Partners, 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.
How to connect Claude Cowork to Partners
Connect Partners to BankSync
Sign up for BankSync and securely link your Partners account through our secure connection.
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 your Partners transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to connect Claude Cowork to your Partners data.
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 Partners
Transactions
Query Partners transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Partners accounts.
Accounts
List all checking, savings, and investment accounts linked through Partners.
Holdings
View investment positions, quantities, and market values from Partners brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Partners investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Partners loans.
Ready to connect Claude Cowork to Partners?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Partners. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.