BankSync's MCP server connects Claude Cowork to The Bank of Princeton, 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 The Bank of Princeton 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 The Bank of Princeton transactions, balances, and more using natural language.
Add this configuration to connect Claude Cowork to your The Bank of Princeton data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query The Bank of Princeton transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your The Bank of Princeton accounts.
List all checking, savings, and investment accounts linked through The Bank of Princeton.
View investment positions, quantities, and market values from The Bank of Princeton brokerage accounts.
Access buy/sell/dividend transactions from your The Bank of Princeton investment accounts.
Check outstanding balances, interest rates, and payment schedules for The Bank of Princeton loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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