Use Claude Cowork with St. Germain Investment Management
BankSync's MCP server can let Claude Cowork query supported St. Germain Investment Management 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 St. Germain Investment Management or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Claude Cowork to St. Germain Investment Management
Search for St. Germain Investment Management in BankSync
Sign up for BankSync and, if St. Germain Investment Management is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Cowork
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Start querying
Ask Claude Cowork about supported St. Germain Investment Management transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to let Claude Cowork query supported St. Germain Investment Management 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"
}
}
}
}What Claude Cowork can access from St. Germain Investment Management
Accounts
List the St. Germain Investment Management accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported St. Germain Investment Management transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported St. Germain Investment Management accounts.
Holdings
View supported investment positions, quantities, and market values from St. Germain Investment Management.
Trades
Access supported investment trade and activity history from St. Germain Investment Management.
Loans
Check supported loan balances and provider-supplied liability details from St. Germain Investment Management.
Ready to connect Claude Cowork to St. Germain Investment Management?
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 St. Germain Investment Management. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.