BankSync's MCP server connects Claude Cowork to Personal Finance Center, 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 Personal Finance Center account through our secure connection.
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 Personal Finance Center transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Personal Finance Center 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"
}
}
}
}Query Personal Finance Center transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Personal Finance Center accounts.
List all checking, savings, and investment accounts linked through Personal Finance Center.
View investment positions, quantities, and market values from Personal Finance Center brokerage accounts.
Access buy/sell/dividend transactions from your Personal Finance Center investment accounts.
Check outstanding balances, interest rates, and payment schedules for Personal Finance Center loans.
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 Personal Finance Center. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.