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