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