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