Use Claude Cowork with Toast Checking
BankSync's MCP server connects Claude Cowork to Toast Checking, 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.
How to connect Claude Cowork to Toast Checking
Connect Toast Checking to BankSync
Sign up for BankSync and securely link your Toast Checking account through our secure connection.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Claude Cowork
Add the BankSync MCP server to Claude Cowork using your API key. Follow our Claude Cowork setup guide for step-by-step instructions.
Start querying
Ask Claude Cowork about your Toast Checking transactions, balances, and more using natural language.
Claude Cowork MCP Configuration
Add this configuration to connect Claude Cowork to your Toast Checking 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"
}
}
}
}What Claude Cowork can access from Toast Checking
Transactions
Query Toast Checking transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Toast Checking accounts.
Accounts
List all checking, savings, and investment accounts linked through Toast Checking.
Holdings
View investment positions, quantities, and market values from Toast Checking brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Toast Checking investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Toast Checking loans.
Ready to connect Claude Cowork to Toast Checking?
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 Toast Checking. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.