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