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