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