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