Use Claude Cowork with RBC Direct Investing
BankSync's MCP server connects Claude Cowork to RBC Direct Investing, 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.
How to connect Claude Cowork to RBC Direct Investing
Connect RBC Direct Investing to BankSync
Sign up for BankSync and securely link your RBC Direct Investing account through our secure connection.
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 your RBC Direct Investing transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to connect Claude Cowork to your RBC Direct Investing data.
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 RBC Direct Investing
Transactions
Query RBC Direct Investing transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your RBC Direct Investing accounts.
Accounts
List all checking, savings, and investment accounts linked through RBC Direct Investing.
Holdings
View investment positions, quantities, and market values from RBC Direct Investing brokerage accounts.
Trades
Access buy/sell/dividend transactions from your RBC Direct Investing investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for RBC Direct Investing loans.
Ready to connect Claude Cowork to RBC Direct Investing?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or RBC Direct Investing. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.