Use Claude Cowork with Story Financial Partners - Personal

BankSync's MCP server can let Claude Cowork query supported Story Financial Partners - Personal 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 Story Financial Partners - Personal or Claude Cowork. Names are used only to describe potential account-data coverage and client compatibility.

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Get Started Free Claude Cowork Setup Guide

How to connect Claude Cowork to Story Financial Partners - Personal

Creating a BankSync API key for an AI agent — one key, every agent

Search for Story Financial Partners - Personal in BankSync

Sign up for BankSync and, if Story Financial Partners - Personal 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 Story Financial Partners - Personal transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to let Claude Cowork query supported Story Financial Partners - Personal 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.

Claude Cowork Config

{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Claude Cowork can access from Story Financial Partners - Personal

Accounts

List the Story Financial Partners - Personal accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Story Financial Partners - Personal transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Story Financial Partners - Personal accounts.

Holdings

View supported investment positions, quantities, and market values from Story Financial Partners - Personal.

Trades

Access supported investment trade and activity history from Story Financial Partners - Personal.

Loans

Check supported loan balances and provider-supplied liability details from Story Financial Partners - Personal.

Ready to connect Claude Cowork to Story Financial Partners - Personal?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

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Claude Cowork setup guide Story Financial Partners - Personal details MCP tools reference

Use Story Financial Partners - Personal with another agent

The same BankSync MCP server and API key work with every one of these.

Other banks you can use with Claude Cowork

Institutions in the same market that Claude Cowork can query through BankSync MCP.

BankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Story Financial Partners - Personal. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.