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