BankSync's MCP server connects Claude Cowork to Sunrise Banks, 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 Sunrise Banks account through our secure connection.
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 Sunrise Banks transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Sunrise Banks 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"
}
}
}
}Query Sunrise Banks transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Sunrise Banks accounts.
List all checking, savings, and investment accounts linked through Sunrise Banks.
View investment positions, quantities, and market values from Sunrise Banks brokerage accounts.
Access buy/sell/dividend transactions from your Sunrise Banks investment accounts.
Check outstanding balances, interest rates, and payment schedules for Sunrise Banks loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Claude Cowork or Sunrise Banks. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.