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