Use Claude Cowork with Streamline CXO
BankSync's MCP server connects Claude Cowork to Streamline CXO, 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.
How to connect Claude Cowork to Streamline CXO
Connect Streamline CXO to BankSync
Sign up for BankSync and securely link your Streamline CXO account through our secure connection.
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 your Streamline CXO transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to connect Claude Cowork to your Streamline CXO data.
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 Streamline CXO
Transactions
Query Streamline CXO transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Streamline CXO accounts.
Accounts
List all checking, savings, and investment accounts linked through Streamline CXO.
Holdings
View investment positions, quantities, and market values from Streamline CXO brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Streamline CXO investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Streamline CXO loans.
Ready to connect Claude Cowork to Streamline CXO?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Streamline CXO. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.