Use Claude Cowork with Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments)

BankSync's MCP server can let Claude Cowork query supported Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) 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 Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) 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 Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments)

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

Search for Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) in BankSync

Sign up for BankSync and, if Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) 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 Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to let Claude Cowork query supported Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) 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 Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments)

Accounts

List the Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) accounts.

Holdings

View supported investment positions, quantities, and market values from Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments).

Trades

Access supported investment trade and activity history from Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments).

Loans

Check supported loan balances and provider-supplied liability details from Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments).

Ready to connect Claude Cowork to Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments)?

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 Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) details MCP tools reference

Use Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) 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 Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.