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