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