BankSync's MCP server can let Claude Cowork query supported Security National Bank (OK) 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 Security National Bank (OK) or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if Security National Bank (OK) is available, link your account through a provider-hosted or bank-hosted authorization flow.
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 supported Security National Bank (OK) transactions, balances, and more using natural language.
Add this configuration to let Claude Cowork query supported Security National Bank (OK) 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"
}
}
}
}List the Security National Bank (OK) accounts connected through BankSync and visible to the API key scopes you grant.
Query supported Security National Bank (OK) transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Get current and available balances for supported Security National Bank (OK) accounts.
View supported investment positions, quantities, and market values from Security National Bank (OK).
Access supported investment trade and activity history from Security National Bank (OK).
Check supported loan balances and provider-supplied liability details from Security National Bank (OK).
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Security National Bank (OK). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.