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