BankSync's MCP server connects Claude Cowork to SmartBank - 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 SmartBank - 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 SmartBank - Personal transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your SmartBank - Personal data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query SmartBank - Personal transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your SmartBank - Personal accounts.
List all checking, savings, and investment accounts linked through SmartBank - Personal.
View investment positions, quantities, and market values from SmartBank - Personal brokerage accounts.
Access buy/sell/dividend transactions from your SmartBank - Personal investment accounts.
Check outstanding balances, interest rates, and payment schedules for SmartBank - Personal loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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