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