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