BankSync's MCP server connects Claude Cowork to TandemHR PeopleHub (Corporate), 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 TandemHR PeopleHub (Corporate) 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 TandemHR PeopleHub (Corporate) transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your TandemHR PeopleHub (Corporate) data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query TandemHR PeopleHub (Corporate) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your TandemHR PeopleHub (Corporate) accounts.
List all checking, savings, and investment accounts linked through TandemHR PeopleHub (Corporate).
View investment positions, quantities, and market values from TandemHR PeopleHub (Corporate) brokerage accounts.
Access buy/sell/dividend transactions from your TandemHR PeopleHub (Corporate) investment accounts.
Check outstanding balances, interest rates, and payment schedules for TandemHR PeopleHub (Corporate) loans.
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