Use Claude Cowork with Pinnacle Bank Inc.
BankSync's MCP server can let Claude Cowork query supported Pinnacle Bank Inc. 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 Pinnacle Bank Inc. or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to Pinnacle Bank Inc.
Search for Pinnacle Bank Inc. in BankSync
Sign up for BankSync and, if Pinnacle Bank Inc. 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 Pinnacle Bank Inc. transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported Pinnacle Bank Inc. 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 Pinnacle Bank Inc.
Accounts
List the Pinnacle Bank Inc. accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Pinnacle Bank Inc. transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Pinnacle Bank Inc. accounts.
Holdings
View supported investment positions, quantities, and market values from Pinnacle Bank Inc..
Trades
Access supported investment trade and activity history from Pinnacle Bank Inc..
Loans
Check supported loan balances and provider-supplied liability details from Pinnacle Bank Inc..
Ready to connect Claude Cowork to Pinnacle Bank Inc.?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Pinnacle Bank Inc. with another agent
The same BankSync MCP server and API key work with every one of these.
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Institutions in the same market that Claude Cowork can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Pinnacle Bank Inc.. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.