Use Claude Cowork with tastytrade

BankSync's MCP server can let Claude Cowork query supported tastytrade 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 tastytrade 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 tastytrade

Creating a BankSync API key for an AI agent

one key, every agent

Search for tastytrade in BankSync

Sign up for BankSync and, if tastytrade 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 tastytrade transactions, balances, and more using natural language.

Claude Cowork MCP Configuration

Add this configuration to let Claude Cowork query supported tastytrade 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 tastytrade

Accounts

List the tastytrade accounts connected through BankSync and visible to the API key scopes you grant.

Balances

Get current and available balances for supported tastytrade accounts.

Holdings

View supported investment positions, quantities, and market values from tastytrade.

Trades

Access supported investment trade and activity history from tastytrade.

Orders

Access supported open and pending investment orders from tastytrade.

your finances, in the conversation

Ready to connect Claude Cowork to tastytrade?

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 tastytrade details MCP tools reference

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Use tastytrade with another agent

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

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