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