Use Claude Cowork with RBC Wealth Management
BankSync's MCP server can let Claude Cowork query supported RBC Wealth Management 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 RBC Wealth Management or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to RBC Wealth Management
Search for RBC Wealth Management in BankSync
Sign up for BankSync and, if RBC Wealth Management 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 RBC Wealth Management transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported RBC Wealth Management 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.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Claude Cowork can access from RBC Wealth Management
Accounts
List the RBC Wealth Management accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported RBC Wealth Management transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported RBC Wealth Management accounts.
Holdings
View supported investment positions, quantities, and market values from RBC Wealth Management.
Trades
Access supported investment trade and activity history from RBC Wealth Management.
Loans
Check supported loan balances and provider-supplied liability details from RBC Wealth Management.
Ready to connect Claude Cowork to RBC Wealth Management?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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Institutions in the same market that Claude Cowork can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or RBC Wealth Management. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.