Use Claude Cowork with San Juan CU
BankSync's MCP server can let Claude Cowork query supported San Juan CU 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 San Juan CU or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to San Juan CU
Search for San Juan CU in BankSync
Sign up for BankSync and, if San Juan CU 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 San Juan CU transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported San Juan CU 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 San Juan CU
Accounts
List the San Juan CU accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported San Juan CU transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported San Juan CU accounts.
Holdings
View supported investment positions, quantities, and market values from San Juan CU.
Trades
Access supported investment trade and activity history from San Juan CU.
Loans
Check supported loan balances and provider-supplied liability details from San Juan CU.
Ready to connect Claude Cowork to San Juan CU?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use San Juan CU with another agent
The same BankSync MCP server and API key work with every one of these.
Other banks you can use with Claude Cowork
Institutions in the same market that Claude Cowork can query through BankSync MCP.
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- Use Citibank Online with Claude Cowork🇺🇸 United States
- Use Bank of America with Claude Cowork🇺🇸 United States
- Use Fidelity with Claude Cowork🇺🇸 United States
- Use Charles Schwab with Claude Cowork🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or San Juan CU. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.