Use Claude Cowork with Principal Financial Group - Participant Logon

BankSync's MCP server can let Claude Cowork query supported Principal Financial Group - Participant Logon 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 Principal Financial Group - Participant Logon or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.

United StatesPlatformMCP Connected

Get Started Free Claude Cowork Setup Guide

How to connect Claude Cowork to Principal Financial Group - Participant Logon

Creating a BankSync API key for an AI agent — one key, every agent

Search for Principal Financial Group - Participant Logon in BankSync

Sign up for BankSync and, if Principal Financial Group - Participant Logon 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 Principal Financial Group - Participant Logon transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to let Claude Cowork query supported Principal Financial Group - Participant Logon 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.

Claude Cowork Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Cowork can access from Principal Financial Group - Participant Logon

Accounts

List the Principal Financial Group - Participant Logon accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Principal Financial Group - Participant Logon transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Principal Financial Group - Participant Logon accounts.

Holdings

View supported investment positions, quantities, and market values from Principal Financial Group - Participant Logon.

Trades

Access supported investment trade and activity history from Principal Financial Group - Participant Logon.

Loans

Check supported loan balances and provider-supplied liability details from Principal Financial Group - Participant Logon.

Ready to connect Claude Cowork to Principal Financial Group - Participant Logon?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

Start your free trial →

Claude Cowork setup guide Principal Financial Group - Participant Logon details MCP tools reference

Use Principal Financial Group - Participant Logon with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Claude Cowork

Institutions in the same market that Claude Cowork can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Principal Financial Group - Participant Logon. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.