BankSync's MCP server connects Claude Cowork to Texas Capital Bank - PWA (Advisor Login), 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 Texas Capital Bank - PWA (Advisor Login) 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 Texas Capital Bank - PWA (Advisor Login) transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your Texas Capital Bank - PWA (Advisor Login) 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 Texas Capital Bank - PWA (Advisor Login) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Texas Capital Bank - PWA (Advisor Login) accounts.
List all checking, savings, and investment accounts linked through Texas Capital Bank - PWA (Advisor Login).
View investment positions, quantities, and market values from Texas Capital Bank - PWA (Advisor Login) brokerage accounts.
Access buy/sell/dividend transactions from your Texas Capital Bank - PWA (Advisor Login) investment accounts.
Check outstanding balances, interest rates, and payment schedules for Texas Capital Bank - PWA (Advisor Login) 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 Texas Capital Bank - PWA (Advisor Login). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.