Use Claude Cowork with Personal Capital (Pershing Login)
BankSync's MCP server can let Claude Cowork query supported Personal Capital (Pershing Login) account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Personal Capital (Pershing Login) or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Personal Capital (Pershing Login)
Search for Personal Capital (Pershing Login) in BankSync
Sign up for BankSync and, if Personal Capital (Pershing Login) is available, link your account through a provider-hosted or bank-hosted authorization flow.
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 supported Personal Capital (Pershing Login) transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Personal Capital (Pershing Login) account data through BankSync.
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 Personal Capital (Pershing Login)
Accounts
List the Personal Capital (Pershing Login) accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Personal Capital (Pershing Login) transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Personal Capital (Pershing Login) accounts.
Holdings
View supported investment positions, quantities, and market values from Personal Capital (Pershing Login).
Trades
Access supported investment trade and activity history from Personal Capital (Pershing Login).
Loans
Check supported loan balances and provider-supplied liability details from Personal Capital (Pershing Login).
Ready to connect Claude Cowork to Personal Capital (Pershing Login)?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Personal Capital (Pershing Login) with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Personal Capital (Pershing Login) with ChatGPTOpenAI
- Use Personal Capital (Pershing Login) with Claude CodeAnthropic
- Use Personal Capital (Pershing Login) with Claude DesktopAnthropic
- Use Personal Capital (Pershing Login) with CursorAnysphere
- Use Personal Capital (Pershing Login) with GeminiGoogle
- Use Personal Capital (Pershing Login) with GrokxAI
- Use Personal Capital (Pershing Login) with Hermes AgentNousResearch
- Use Personal Capital (Pershing Login) with Meta MuseMeta
Other banks you can use with Claude Cowork
Institutions in the same market that Claude Cowork can query through BankSync MCP.
- Use Chase with Claude Cowork🇺🇸 United States
- Use American Express with Claude Cowork🇺🇸 United States
- Use Capital One with Claude Cowork🇺🇸 United States
- Use Wells Fargo with Claude Cowork🇺🇸 United States
- Use Fidelity with Claude Cowork🇺🇸 United States
- Use Citibank Online with Claude Cowork🇺🇸 United States
- Use Bank of America with Claude Cowork🇺🇸 United States
- Use Charles Schwab with Claude Cowork🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Personal Capital (Pershing Login). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.