BankSync's MCP server connects Claude Cowork to Raymond James Bank, 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 Raymond James Bank account through Plaid.
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 Raymond James Bank transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Raymond James Bank data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Raymond James Bank transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Raymond James Bank accounts.
List all checking, savings, and investment accounts linked through Raymond James Bank.
View investment positions, quantities, and market values from Raymond James Bank brokerage accounts.
Access buy/sell/dividend transactions from your Raymond James Bank investment accounts.
Check outstanding balances, interest rates, and payment schedules for Raymond James Bank loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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