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