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