BankSync's MCP server connects Claude Cowork to RBC Advisor Connect - Client Access, 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 RBC Advisor Connect - Client Access 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 RBC Advisor Connect - Client Access transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your RBC Advisor Connect - Client Access data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query RBC Advisor Connect - Client Access transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your RBC Advisor Connect - Client Access accounts.
List all checking, savings, and investment accounts linked through RBC Advisor Connect - Client Access.
View investment positions, quantities, and market values from RBC Advisor Connect - Client Access brokerage accounts.
Access buy/sell/dividend transactions from your RBC Advisor Connect - Client Access investment accounts.
Check outstanding balances, interest rates, and payment schedules for RBC Advisor Connect - Client Access loans.
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